Becoming a certified B Corporation in 2019 has helped us be a better company, benefiting our clients, employees, and community. Now, three years later, we reflect on what it means and how it's changed us.
LongView Asset Management was listed among the Top 50 ESG Financial Advisors in 2021 by SustainFi, a personal finance site. We are delighted by this recognition, which reflects our longstanding commitment to social and environmental responsibility.
Concerns raised in the NM Roundhouse suggest that the pension system for our public servants may be at risk because many of the people on the board of the Public Employee Retirement Association of New Mexico (PERA) don’t have the experience necessary to fulfill their responsibilities. PERA is in charge of an $18 billion trust fund that includes the retirement money of nearly 100,000 public employees.
For a year that began with the storming of the US Capitol and a worsening supply chain crisis, then proceeded through a series of devastating natural disasters, and ended with soaring inflation and a dramatic surge in COVID cases, 2021 was remarkably generous to investors.
We all need to save and invest for retirement, and we need to save the planet. We want the highest possible returns on our investments while being good people. Investing responsibly can do it all.
ESG finance is finally entering the mainstream. This became crystal clear at COP26 when a group of financial institutions representing $130 trillion pledged to use its assets to decarbonize the economy.
Watch this engaging, thought-provoking, and humorous TEDx talk by LongView partner, Doug Lynam, where he shares his unique journey from Marine to monk to money manager. The wisdom he learned can help you build a healthier relationship with money while making your money a force for good. We're biased, but we think you'll like it!
The trick to building lasting wealth, wealth you can live on forever and pass on to your loved ones, is to think of your investments as a personal endowment.
After many months of back-to-back gains, global stock markets faltered in September and ended the third quarter on a slightly down note, marking a pause in the remarkable rally since the COVID lows 18 months ago. The lull may be ascribed generally to the pandemic. Renewed lockdowns caused by the Delta variant this summer forced factories in many countries to keep workers home and cut back production, even as demand for goods swelled. Meanwhile, shortages of raw materials and labor tangled supply chains, throwing global trade into disarray and exposing the vulnerability of just-in- time inventory management.
Hear a former monk's perspective on how Judeo-Christian traditions unexpectedly influence our attitudes toward money. LongView partner, Doug Lynam, shares his insights on the TV history show Clio The Muse.
Lots of folks around me have been dying lately. Unfortunately, a few of those folks didn’t plan for the day of their inevitable demise. They didn’t have an estate plan, which is creating untold hardship for the people they left behind. You, me and everyone we know are going to die. And if you don’t get your house in order ahead of time, you’ll create needless suffering for the people you love.
Doug Lynam delivers a powerful graduation speech for the Santa Fe Waldorf School class of 2021. It summarizes some of the key lessons he learned in his journey from Marine, to monk, to money manager on how to bring more truth, love, and goodness into the world. We're biased, but we think it's pretty darn good. Please check it out and pass it along if you agree.