Entries by Max Mintz
How do we “ESG”?
We talk a LOT about Environmental, Social and Governance data here, including how that data can be used to manage risk and some of the different ways that we as investors can use that data to align our clients’ investments with their values. Recently, I had a chance to sit down and talk with a pair […]
Continuing our work to create a more inclusive financial system
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 […]
Common Interests recognized as a “Best For The World™” B Corp for excellence beyond just profit
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 […]
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 […]
