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A tip for Financial Advisors, And an Insight for The Consumer

Bob’s Pearls of Wisdom: The ‘Old’ Man Shares His Thoughts!   For years I have been a watcher of the facial expressions and the body language of Financial Advisors and their prospective clients who are together for their first-time visit. In fact, I was a Sales Trainer for 15 years!  There always appears to be […]

Hear from Common Interests in the news

As part of the InvestmentNews ESG & Impact Forum, Max was selected as one of 3 advisors who were asked to share some advice with other Financial Advisors who are considering using ESG Analysis in their practices. Hear from Max and his colleagues here: You can view this on the InvestmentNews website here. You can […]

My Wonderful New Car Is Powered By Wind (mostly)!

That is actually a true statement!  My Prius Plug-In Hybrid gets charged nightly when I plug it into my garage outlet.  However, the power to my house is generated by Wind Power, thanks to my supplier Arcadia Power. So, I can truthfully say that, for the first 20-25 miles each day, it is a Wind […]

Record 515 institutional investors managing $35 trillion in assets urge governments to step up ambition to tackle climate change

Ahead of next week’s United Nations Climate Action Summit, a record 515 institutional investors managing $35 trillion in assets urged governments worldwide to step up action to tackle climate change and achieve the Paris Agreement’s goals. The Global Investor Statement to Governments on Climate Change, developed by the seven Founding Partners of The Investor Agenda, […]

Max has been recognized as 40 under 40!

I’m proud to announce that InvestmentNews has recognized my partner, Max Mintz as a 2019 40 Under 40 Honoree! Max was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. “I’m honored to be included in this year’s […]

Stewardship and Investing

My Partner and I are proud to be Social Entrepreneurs. Therefore, every day we talk about Sustainable, Responsible and Impact Investing (SRI).  We also talk about Environmental, Social and Governance (ESG) screening and scoring.  More importantly, we talk about managing risk, rates of return, portfolio growth and retirement planning. That’s our business! Making money for […]