You may be familiar with the term ESG. This is an investment approach that–in addition to traditional financial metrics–also weighs environmental, social and corporate governance considerations in making investment decisions. ESG isn’t new, but it’s stirred up a fair amount of controversy [...]
Ukraine: Three questions
I really wish there were a topic to discuss today other than the grotesque war being perpetrated against Ukraine. But unfortunately, there isn’t. This situation has prompted numerous questions from investors. Below are the three questions I’ve heard most over the past week. What is the financial [...]
Rethinking
Recently I started reading the new book Think Again by Adam Grant. This got me thinking about all the ways that, over the years, conversations with clients have led me to look at things through different lenses. Below are several such topics: There’s one important financial question that stumps [...]
Alcohol, tobacco and firearms
This week, I learned about an innovative approach to investing. A new firm called Life + Liberty Indexes has created what it calls the Freedom 100 Index of emerging markets stocks. Unlike other indexes, which typically weight stocks in proportion to their size, the Freedom 100 weights countries by [...]
