20 Apr Greenwashing
U.S. Securities and Exchange Commission Chair Gary Gensler in a recent twitter post, commented on greenwashing, and questioned whether firms were adhering to a 1940 law that requires fund names to match...
Blog
22 Mar Groundwater – Making the Invisible Visible
March 22nd is World Water Day 2022! Started in 1993, this annual United Nations observance celebrates water and raises awareness of the 2 billion people living without access to safe...
24 Feb Does your plan support your happiness?
I heard this quote recently and it got me thinking. We talk a lot about money in the financial industry; how much do you want to earn, how much income will...
24 Feb Social Security Credits
When am I eligible for Social Security? A lot of my clients are travelers, and some have traveled to work here. A question that sometimes comes up is, when am I...
30 Dec Shareholder Efforts Pay Off
I read a Facebook post some years ago that said it didn’t make a difference for someone to invest in a sustainable fund. To be honest, I don’t recall their rationale,...
10 Nov COP26: 2021 United Nations Climate Change Conference
These past weeks have seen the 2021 United Nations Climate Change Conference, also known as COP26, take place in Glasgow, Scotland. Originally planned for 2020, it is the 26th United...
13 Oct Investing and the patience of a Gardener
I'm not sure how long I waited for this flower to arrive. It's in the scope of 5 or more years, possibly even longer. Time does fly by. For a long...
11 Oct Harvard Pivots on Fossil Fuels
Last month Harvard University disclosed that their funds would no longer invest in fossil fuels. That’s a nearly $42 billion endowment, shifting gears in the right direction. As a New York...