The views expressed in this commentary are the author’s own. Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. A professional adviser should be consulted before implementing any of the strategies or options presented. Nothing contained in these Blog postings should be considered an offer to sell or a solicitation to deal in a specific security or investment. These Blogs are opinion and for information only and readers should have sufficient knowledge and experience to understand and make their own evaluation of the information included herein, including the risks associated with investing. All investing involves risk including the possible loss of principal.

What Is Conservative ESG

What is Conservative ESG?

What used to be called socially conscious investing (and was mostly a conservative concern) has morphed into something called Environmental, Social, and Governance investing (ESG) and is being…

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Values Based Employment Trends for Financial Advisors

Values Based Employment Trends for Financial Advisors – 5 Key Concepts

Many of the largest advisory firms have become politically active. Back in the day, businesses didn’t get involved in politics. They knew that half their employees, investors, and customers would…

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Larry fink

ESG’s Corrosion of Corporate America

Investment decisions should be based on maximizing the individual investors’ returns, both purposeful and financial. Unfortunately, more and more investors have unwittingly or unwillingly fallen prey…

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Are Investors Being Disenfranchised by Fund Companies

Are Investors Being Disenfranchised by Fund Companies?

Most people have no idea how power and control works in corporate America. In a word, it’s complicated. Generally, the biggest owners have the most control. Sometimes, owners like Facebook’s Mark…

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