Tag: wealth management

Impact Investing: Pros and Cons

Written by Zachary Morris, CFP® on May 1, 2019.

“SOCIETY IS DEMANDING THAT COMPANIES, BOTH PUBLIC AND PRIVATE, SERVE A SOCIAL PURPOSE. TO PROSPER OVER TIME, EVERY COMPANY MUST NOT ONLY DELIVER FINANCIAL PERFORMANCE BUT ALSO SHOW HOW IT MAKES A POSITIVE CONTRIBUTION TO SOCIETY.”- LARRY FINK, CEO OF BLACKROCK.

Recently, as Impact Investing has gained more attention in the investment world, we have received a number of questions from clients and prospective clients about what it is, whether it is a viable strategy, how it can be implemented into an existing investment strategy and whether we currently offer impact investing strategies to our clients. Given the frequency of these questions, we wanted to share this article to shed some light on the subject.

It should be made clear that we do not currently have a specific strategy dedicated to impact investing and it is not commonly a mitigating factor in the manner in which we make our investment decisions as a fiduciary to our clients. If in the future, there comes a demand for such a strategy, then we will consider incorporating impact investing and the values behind it into our portfolios.

Five Years Until Retirement: Countdown and Checklist

Written by Zachary Morris, CFP® on April 17, 2019.

Like the horizon line, retirement was always in view but seemingly far away. Now, that endpoint may be looking a lot closer and more real. Retirement is moving from a someday category to an in less than a decade category and you may find yourself panicking. For years you dutifully looked over your employer match paperwork, checked your savings balances, and maybe even had a financial advisor to help you out. But now the finish line is in sight and you may worry that you are not where you need to be. In this article, we will go over some checklist items to look over to get you on track and restore that peace of mind.