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News + Insights

Why ESG is at a Turning Point – Barron’s

It’s time for advisors to “get off the sidelines” when it comes to ESG investing. The world has changed.  New data sets are needed to understand how investments may perform over the long-term. While myths persist with respect to performance, ESG is not the socially responsible investing of years ago. In this Barron’s piece, Jeff… Read more »

Earth Day 2019: Carbon Footprint of a Texas Wildcatter Gone Climate Advocate

The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint… Read more »

PG&E: A Case for Active vs. Passive ESG Investing

The story surrounding California Public Utility Pacific Gas and Electric (NYSE: PCG) is a case study of the nuanced implications of different sustainable investing strategies.  PG&E filed for bankruptcy after estimating a $30 billion liability from two years of wildfires, becoming one of the largest utility bankruptcies in history, and one of the first to… Read more »

ESG 2.0: Additional Screens to Build Your Stock Portfolio

As investors, it is important to know as much as possible about the companies in which we invest.  The required bottom line quarterly earnings reports offer just a glimpse of what is available, if you care to look, and the sad fact is that corporate earnings reports are often engineered, as disappointing as that sounds…. Read more »

ESG and Managing Client Relationships in a Volatile Market

The current market downturn and volatility we are experiencing is obviously a big change from the behavior of the market over the past 10 years.  In my 28 years of experience as a financial advisor, I’ve found that the most important thing to do during a down market cycle is to call my clients before… Read more »

Thoughts on the FAANGs (Facebook, Amazon, Apple, Netflix, and Google)

Staying Balanced in the Midst of Market Chaos Investing for a comfortable and secure retirement requires the discipline to resist being pulled into speculative and overly volatile situations. The excitable media and financial industry will continue to introduce new themes and provide headlines to fan the fires of fear and/or greed, depending on the situation…. Read more »

Gitterman Wealth Management Hosts the 2018 Sustainable Investing Conference at the United Nations

On Tuesday, September 11th, Gitterman Wealth Management hosted the 2018 Sustainable Investing Conference at the United Nations.  The first conference of its kind for financial advisors at the UN brought together over 500 financial professionals to discuss the business case for Sustainable, Impact, and ESG Investing, and its relevance to the United Nations Sustainable Development… Read more »

Arming Financial Advisors about Small Arms and Weapons Exposure

With the unfortunate proliferation of mass shootings around the county, both in schools and elsewhere, several of our clients have begun to ask about their portfolio exposure to small arms and controversial weapons.  Gitterman Wealth Management’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services utilize multiple ESG (Environmental, Social, and Governance) data providers, including… Read more »