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The rise of ESG investing: It’s easier to make a difference

Sometimes we forget that money is basically a tool. It can be used for basic exchange needs like food, shelter, clothing and others, and it can be used as an investment tool to accomplish a variety of purposes. For financial advisors, a great…
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When Money Meets Meaning

Investing with your values is growing in popularity, but challenges remain. 12/31/2020  Suzanne T Mestayer It’s finally over! It’s an understatement to say that 2020 will go down as one of the most disruptive years in…
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Thoughts in Charts: ESG for a Reasonable Fee

You might have heard that sustainable investing costs more. But as this week’s “Thoughts in Charts” shows, claiming sustainable investing costs more is becoming more and more of an outdated assertion, and that’s good news. Prior…
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Money and Meaning: Measuring ESG

While "Sustainable" is a broad term, we are beginning to see established standards and metrics that help us quantify our value sets within companies and funds. For disclosures, please click here.
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Money and Meaning: Defining ESG

  Sustainable investing is rapidly growing.  But what does that really mean?  Suzanne Mestayer breaks it down and explains what can be a confusing subject.   For disclosures, please click here.
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Money and Meaning: Invest with Purpose

Investing isn't philanthropy, but you can make your investments matter more than simply a monetary return. Sustainable, ESG (environmental, social and governance), and Impact are three such methods, and as Suzanne points out, the available…