The Common Interests Blog

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A tip for Financial Advisors, And an Insight for The Consumer

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 […]

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 […]

Where to buy sustainable PPE & support communities that need your help

We’re proud to be a Certified B Corp (see our scores here), and we try to raise the visibility of members of this amazing community whenever we have the opportunity. Today, we’re highlighting companies in the B Corp community that have shifted to producing sustainable Personal Protective Equipment (PPE). If you are in need of […]

What we’re doing internally and the importance of planning

In the spirit of full transparency, we thought it would be worth taking a minute to discuss how Common Interests has prepared for emergencies. Our first priority is the security of our clients’ accounts and our ability to provide access and up-to-date information in times of crisis. To this end, we have conducted rigorous due […]

Nobody expects the Spanish Inquisition

It’s been an especially brutal week so far in the markets, which reminds us of a classic Monty Python sketch. Nobody Expects the Spanish Inquisition. We can’t claim to have seen the new Coronavirus, COVID-19 coming. That’s kind of the point. Outbreaks happen suddenly and without warning. There are no ‘catalysts’ for an event like […]

Examining Sustainable Investing Responsible investing Impact Investing Financial Wellness

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the opinions and comments on this blog are not the opinions or comments of Max Mintz, Bob Goellner, Common Interests, Vanderbilt Financial Group or its employees unless otherwise stated as such.  No one should infer from the posts a recommendation to buy or sell any security. All investing involves risk.