Points of View

When you are ready to commit to a relationship for the long-haul, should you merge your finances?

In loving memory of Andrew Kassoy, the visionary behind the B Corp movement and business as a force for good.

Shareholder proposals are an important mechanism of accountability and of democratic engagement in corporate governance. That's why shareholder rights are so important.

If you have a graduate in your family, maybe share this with them.

Impact investing in local Community Development Financial Institutions can help.

Sustainable investing is about values most people consider self-evident: taking responsibility for our actions, speaking the truth, treating people with respect, and protecting our earth and the creatures we share it with. These values are tried and true, and we have never needed them more than now.

March is Women’s History Month—a time to celebrate the achievements of women, acknowledge the progress toward gender equality, and double down on commitments to maintain that progress where it seems to be backsliding.

This exercise may make you feel more inclined to care for your future self.

As an investment adviser, I see the contrast between people who are grateful for what they have and those who are fearful of not having enough; between those who live from a sense of abundance and those who are caught in a mindset of scarcity.

Giving Circles, Impact Investing, Legacy Gifts and Qualified Charitable Distributions (QCDs): How to give in your golden years beyond standard donations.

As investors, we have access to an important lever of change. As elders, it’s our responsibility to do everything we can to leave our children a livable planet

If you have a longer investment horizon, then the impacts of climate change on the security of your future will be unavoidable. Sustainable investing takes this into account.