Dear Clients and Friends,
As we move into what is already a very eventful new year, we wanted to take a moment to look back and reflect on some of the notable things that happened at LongView in 2022.
1) LongView Re-Certified as a B Corp
We are excited to announce that after completing the rigorous, once-every-three-year assessment process, we successfully renewed our B Corp certification in November. The certification verifies that a company meets the highest social and environmental standards covering everything from employee wellbeing, to our carbon footprint, to community engagement. For the investment industry, the assessment also scrutinizes the environmental, social and governance criteria used in selecting the investments in our portfolios. LongView scored 110.9 points on our most recent assessment, raising our score by 18 points since our first certification in 2018! Continuous improvement over time is what being a B Corp is all about, and we continue to deepen our commitment to the ideal of business as a force for good.
2) LongView Welcomes Two New Team Members
2022 saw our team grow by two new members: Ernestina Savage as Client Associate, and Emily Estes as Associate Advisor. Cultivating talent from within our own community is an important part of being a socially responsible business, and we are proud to say that both Emily and Ernestina grew up in Santa Fe. Ernestina moved back in 2022 after earning her bachelor’s degree in Political Science and History at the University of Puget Sound. Emily majored in Sociology and Gender Studies at New Mexico State University. After a decade in education and public health, she began her career in finance in 2020 in the insurance industry before pursuing certifications to become an investment advisor.
3) Women and Financial Empowerment Webinar Series
In October LongView hosted a webinar with personal finance coach Bridget Jones about the key things women need to know to thrive financially. Its success inspired us to plan an ongoing series in 2023 featuring topics that attendees were most interested in. The webinars are part of LongView’s effort to address the gender wealth gap by offering educational opportunities centered on women’s experiences and needs around money. Past webinars are posted on LongView’s website on our blog. Our next presentation, “Risk Tolerance and Wise Investing,” will be held on June 7.
4) LongView's Principals Honored for Preserving Santa Fe Historic Building
In May we received the 2022 Historic Restoration Award from the Historic Santa Fe Foundation for our loving renovation of the iconic Hovey House in downtown Santa Fe – now home to our main offices. Its faux-brick painted exterior is unique, and its three to six feet wide adobe walls are a beautiful example of traditional northern New Mexico architecture.
5) Doug Lynam Meets the Pope and Ties the Knot
This has been a busy year for LongView partner and best-selling author Doug Lynam, who spent 20 years as a Benedictine Monk before leaving the monastery to become a financial advisor. In July, Doug visited the Vatican with his mentor, Rev. Richard Rohr, for a private audience with Pope Francis. Then in October, Doug married his sweetheart, Antoinette Villamil. While these events are not strictly LongView-related, Doug’s infectious joy has positively impacted all of us here at the office, and was no doubt an ingredient of our momentum last year.
6) A growing presence in the public conversation on investing
Last fall founder David Cantor was quoted in the Morningstar Mutual Funds article “Why Sustainable Investing is Here to Stay,” and sustainability associate Leah Cantor's article about the future of women and sustainable investing was published in the Green Money Journal in December. LongView joined the US Sustainable Investing Forum and participated in public advocacy on the SEC Climate Disclosure Rule. Doug Lynam addressed the ethics and emotions of sustainable investing in his monthly personal finance column in the Santa Fe New Mexican, and his TedX talk, “How Monastic Wisdom Can Help Your Finances,” reached 60,000 views.
We move into 2023 more committed than ever to our mission of helping our clients realize their financial goals while aligning their investments with their values.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
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