Insights
Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!
Blog
Building a Green Portfolio: How to Get Started
The world is currently investing some $2.8 trillion per year in the green energy transition, fueling growth and innovation in ...
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Turning the Mediterranean into Your Office
In my previous post, I wrote about my wife and I finding work-life balance while we are away for extended ...
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Private Debt Impact Investing: Unlocking Social Change Through Strategic Capital
A revolving fund finances small businesses in India or Detroit. An infrastructure loan enables low income communities to install solar ...
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Re-thinking Retirement: A Work-Life Balance Alternative to Traditional Retirement
As a financial planner, I often engage my clients in discussions about what truly matters to them, especially when it ...
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Impact Investing for Climate Change
As climate change continues to pose severe threats to our planet and societies, impact investing emerges as a key financial ...
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Impact Investing in Sustainable Agriculture
For people interested in impact investing—that is investing in assets that can potentially generate an attractive return as well as ...
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Impact Investing in Affordable Housing
Impact investing—that is investing in assets that can generate an attractive return as well as positive social or environmental impact—can ...
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ESG Metrics: What are they and what are the common metrics you should be tracking?
One of the most common discussions we have with clients, friends and family goes something like this: “I have worked ...
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4 Climate Change Books Driving the Climate Discussion
The climate crisis continues to intensify, as we all experience its impact in fiercer storms and deadlier wildfires, in rising ...
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The Pros and Cons of ESG Investing
Once the province of a relatively small number of socially responsible investors, integrating environmental, social and governance (ESG) metrics into ...
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How to Pick a Great ESG Fund
Investing for Impact in the Public Markets If you are reading this article, you are likely interested in sustainable investing—aligning ...
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Introduction to Sustainable Investing
What is Sustainable Investing? For many high-net-worth investors, it’s not enough to earn competitive financial returns. They also want to ...
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Resources
Annual Impact Report
Our annual impact report provides an overview of our work, the markets, etc…..
Recent Newsletters
ESG Metrics and Insight Report
ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.
Suggested Reading
The Little Book of Common Sense Investing
John Bogle
Enough
John Bogle
Stocks for the Long Run
Jeremy J. Siegel
Your Money or Your Life
Vicki Robin, Joe Dominguez, Monique Tilford
Simple Wealth, Inevitable Wealth
Nick Murray
Pioneering Wealth Management
David Swensen
The Big Short
Michael Lewis
Invest Like a Billionaire
Warren Buffett
The Checklist Manifesto
Atul Gawande
The Investment Answer
Daniel C. Goldie, CFA, CFP, Gordon S. Murray
