Entries by Max Mintz

Untangling ESG Investing

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 […]

What is World Tree?

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 […]

Remembering John Lewis

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 […]