Bob was interviewed by an old friend on a new podcast, Changing the Rules, which was started with the understanding that “stress caused by changing life situations can be reduced if you have a plan.” Bob tells the story of how and why Common Interests was founded, how and why he picked our name, and […]
The sustainable investing world has been on fire this week, after the Business Roundtable made a groundbreaking statement on the Purpose of the Corporation in modern society. For the first time, corporate leaders at the highest level are changing how they think, replacing the mantra of “maximize profits at all costs” (you’ll see the words […]
The new trailer for the film Igniting Impact debuted last week at the United Nations! If you would like to screen the full version of the film at an event, click here for the Igniting Impact Screening Info, or visit http://impactu.film/ to learn more.
Common Interests is proud to be a part of the global investor network, including Amundi, California State Teachers’ Retirement System (CalSTRS), Legal & General Investment Management, Natixis Investment Managers, Mitsubishi UFJ Financial Group, and Sumitomo Trust Mitsui Asset Management, making up a record number of signatories to the Global Investor Statement to Governments on Climate […]
I joined Common Interests full time on January 1, 2013, after walking what I call ‘the zig-zag path’ to financial services. As part of my early training with Bob, I was working with a LGBTQIA+ couple that had planning needs unique to this community. As a newcomer to the team, I was driven to learn […]
CDP (formerly the Climate Disclosure Project) came out with a new report this week, their Global Climate Change Analysis for 2018. The summary of the report is well worth a read (it has some really great interactive charts if you’re a data nerd like I am), but there were a few takeaways that were so […]
It is our great honor to share that Common Interests has been awarded the 2019 Flourish Prize for Global Goal #8: Decent Work and Economic Growth! We were selected based on the AIM2Flourish story written about our organization: Investing for a Reason Beyond Money. Our firm is one of 17 Flourish Prize Honorees for 2019. This […]
How you invest your money makes a difference. This documentary was created to inspire investors to consider impact investing – investments that generate a measurable positive impact alongside a traditional financial return. The latest cut of this film features a variety of experts, including: • Peter Turkson, Cardinal of the Roman Catholic Church • Jon […]
As a part of our commitment to expanding the reach of sustainable investing, I sat down with Citywire RIA Magazine to talk about how we approach the design and implementation of our portfolios. We talked about our Investment Philosophy, the investment models we offer to clients, and how we add new investments to our portfolios. […]
In honor of National Pet Day 2019, our Chief Morale Officer was featured in RIA Magazine! He gave a great interview, and we invite you to check him out! He’s a VERY good boy, and you can meet him any time by booking an appointment using the “Schedule an Appointment” link in the bottom right […]
