For years I have been a watcher of the facial expressions and the body language of Financial Advisors and their prospective clients who are together for their first-time visit. In fact, I was a Sales Trainer for 15 years! There always appears to be a series of ‘tug-of-wars’ at play in these first-time encounters. The […]
As part of the InvestmentNews ESG & Impact Forum, Max was selected as one of 3 advisors who were asked to share some advice with other Financial Advisors who are considering using ESG Analysis in their practices. Hear from Max and his colleagues here: You can view this on the InvestmentNews website here. You can […]
That is actually a true statement! My Prius Plug-In Hybrid gets charged nightly when I plug it into my garage outlet. However, the power to my house is generated by Wind Power, thanks to my supplier Arcadia Power. So, I can truthfully say that, for the first 20-25 miles each day, it is a Wind […]
I’m very pleased to announce that my partner Max will be speaking at the inaugural InvestmentNews ESG & Impact Forum on Dec. 5 at the United Nations. While we specialize in Sustainable, Responsible and Impact investing for our clients, we also believe that we have a responsibility to educate and help other advisors adopt these […]
Ahead of next week’s United Nations Climate Action Summit, a record 515 institutional investors managing $35 trillion in assets urged governments worldwide to step up action to tackle climate change and achieve the Paris Agreement’s goals. The Global Investor Statement to Governments on Climate Change, developed by the seven Founding Partners of The Investor Agenda, […]
I’m proud to announce that InvestmentNews has recognized my partner, Max Mintz as a 2019 40 Under 40 Honoree! Max was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. “I’m honored to be included in this year’s […]
Common Interests is very proud of the holistic nature of our work and has now created a Cadre of Allied Professionals in order to fully meet our mantra of “Empowering Financial Wellness.” We are actually driven to make sure our clients and their families have their entire financial houses in order! In this regard we […]
We all need to face the fact that with modern medicine plus the desire of many people to stay active and fit that the length of our retirement, once we start it, is probably going to be a lot longer than it was for previous generations! Let’s take a look at the current mortality tables […]
My Partner and I are proud to be Social Entrepreneurs. Therefore, every day we talk about Sustainable, Responsible and Impact Investing (SRI). We also talk about Environmental, Social and Governance (ESG) screening and scoring. More importantly, we talk about managing risk, rates of return, portfolio growth and retirement planning. That’s our business! Making money for […]
