It wasn’t long after the start of the 2008 financial crisis that I was in a boardroom and our CEO asked me, “How is this going to impact investors going forward?” At the time, I remember thinking, who knows what the lasting impact will be? And now again we are faced...
We created CommonGood to be a resource for RIAs in the impact investing space. As you follow the financial industry, you hear a lot of lingo. You see impact, you see SRI, you see ESG. Most of you hear talk about values integration, and client demand, and about the...
Initiated by the 2017 Tax Reform bill, Qualified Opportunity Zone Funds were created to encourage economic development in thousands of low-income areas across the United States and have unique tax-advantaged structures. As Opportunity Zone's are a relatively new...
Volatility is upon us again. Has it been a catalyst for rebalancing, pruning, or repositioning? What do you do now? Did this trigger some taxable gains? Afraid to jump back into the stock and bond market? Well if your clients are sitting on realized gains and want to...
As we close the books on the first quarter of 2020, from where I sit (Florida), it’s amazing how quickly things have changed from just a month ago when the hot topics of the quarter were US politics, Kobe Bryant’s passing, and climate change. In what feels like a...
TriLinc Global is a purpose-driven company that believes capitalism can play an important role in helping solve some of the world’s pressing economic, social and environmental challenges. Leveraging the experience and expertise of its team, TriLinc Global provides...
Since their founding in 2004, Ecotrust Forest Management has invested over $130M and transitioned more than 77,000 acres of forestland to FSC-certified, ecological management in Oregon, Washington, and California. EFM’s management strategy is grounded in local...
Climate change continues to make the news early in 2020 from some of the most prominent companies of our day. The CEOs for Blackstone, Microsoft, and Blackrock have all come out talking about the importance of addressing climate change for their business and the...
Opportunity Zones have been making headlines for the past two years. The benefit of OZs for the right client in the right situation can be substantial. Although it’s true that the additional 5% step-up in basis expired on 12/31/2019, the 10% step-up, the deferral to...
Historically, people have had a disconnect between what they value (socially, environmentally, etc.) and their actual investment capital. However, in a 2017 survey, 75% of respondents said they were interested in investments, companies or funds that focus on achieving...
When the ball dropped at midnight, confetti and cheers erupted as people marked the finish of one year and start of another. Mentally, a reset button was pushed as people looked forward to what the new year will bring. One of the main topics we will hear about this...