As part of our continued effort to move the financial services industry in a more sustainable direction, I had the pleasure of participating in eMoney’s “That Makes Cents” podcast. eMoney is our financial planning & client portal partner, and I was proud to collaborate with them in our shared mission to bring financial advice into […]
We are excited to announce that Common Interests has been named a Best for the World™ B Corp for the 5th time in a row in recognition of our exemplary performance beyond commercial metrics. Ranking in the top 5% of all B Corps in our size group worldwide for sustainable business practices, we have earned this honor […]
One of the missions of our firm is to encourage other financial advisors to adopt Sustainable, Responsible and Impact Investing techniques. In pursuit of this goal, I recently had the opportunity to go on the “Untangling Fintech” podcast hosted by Stathis Partners, a firm focused on delivering market intelligence to advisors and executives working at […]
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These are the films from the 2020 ESG Film Festival, presented on Dec 3rd. From 508 entries, these 12 films were selected to showcase the power of ESG and Impact, and inspire audiences around the world to act. Every action we take has power. As a member of the advisory board for this event, I […]
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If you had the opportunity to fight climate change, inequality and poverty all at once, would you take it? What if that opportunity also included the potential for profit? If you think that sounds too good to be true, it’s time for you to meet World Tree and their Eco-Tree program. World Tree World Tree […]
The world lost a great leader this week when Congressman John Lewis passed away. Lots of words have already been written honoring him, and others will do a better job than I can explaining why his legacy matters, and how we as a country can honor his legacy. I strongly encourage you to read the […]
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