Environmental-Social-Governance (ESG)Funds: Their Time Has Come

My younger son became a vegetarian 15 +years ago. His “aha” moment came when he concluded there was no ethical difference between his unwillingness to slaughter a cow,  and purchasing its T-bone at the market. We've known quite a few vegetarians before and after Seth’s decision to become one. Being vegetarian is a lot easier, … Continue reading Environmental-Social-Governance (ESG)Funds: Their Time Has Come

How To Become A Superhero With Your Investments

  More and more people are asking the question: “How can I use my investments to advance my values?” I began asking myself that question after the presidential election, when I realized that I couldn’t rely on federal policy to make a difference on the issues I care about – especially climate change. Instead, it … Continue reading How To Become A Superhero With Your Investments

Discovering Your Fund’s SUPER POWERS

Most of us don't know much about what our investment dollars are doing. Retirement funds and mutual funds operate like opaque machines - you put money in and they spit money out. But, when you look closer, you'll find that funds have super powers that help them shape the nature of our society. 1. Power of Choice
 … Continue reading Discovering Your Fund’s SUPER POWERS

The Cherry Bumps Are Coming!

I grew up in a "co-op" called Valentine Gardens in South Yonkers (NY). This affordable housing complex featured simple ways to build community - like patios where the adults got some fresh air and chatted while the kids jumped rope, played hand-ball or traded baseball cards a few steps away. Down a steep staircase was … Continue reading The Cherry Bumps Are Coming!

Are You a Maximizer, Satisficer or a New-Fangled Hybrid?

If you’re not familiar with the lingo, maximizer and satisficer are words coined by Barry Schwartz (a top rated TED talk lecturer and author of The Paradox of Choice). Maximizers have a high bar when it comes to making decisions. They need to cover all the bases. If you are a maximizer, you bring intensity and commitment to … Continue reading Are You a Maximizer, Satisficer or a New-Fangled Hybrid?