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The Competitive Performance of Sustainable ESG Investing

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller | November 19, 2019

Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. ESG Performance Evidence is mounting, with global money flows into Sustainable/ESG assets soaring, that highly-rated…

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Advantages of Donor Advised Funds

Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 14, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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Answers to Frequently Asked Questions about Sustainable ESG Investing

Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | August 26, 2019

Does Sustainable Investing require the acceptance of lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large…

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Financial Advisor Rob Taylor

Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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What is Sustainable/ESG Investing, and How It Differs from “Socially Responsible Investing” of the Past

By Josh Weller | July 12, 2019

“Sustainable Investing aims to identify companies that offer potential for strong financial returns while also demonstrating a commitment to sustainable business practices and positive impact. Sustainability is typically evaluated through analysis of environmental, social, and governance (ESG) policies, practices, and performance.” * Excerpt, Putnam Investments, “What is sustainable investing?”  Decades ago, I lived in a…

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Answers to Frequently Asked Questions about Sustainable ESG Investing

Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | July 1, 2019

There are a number of terms used for Sustainable Investing. How are they different? There’s no question:  the four terms which have been used interchangeably for Sustainable Investing warrant clarification: Socially Responsible Investing (SRI) Impact Investing ESG Investing (Environmental-Social-Governance) Sustainable Investing Socially Responsible Investing (SRI) was the original label established decades ago and was a…

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