Viewpoints

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Beyond the Hype: The Rise, Reckoning, and Future of ESG Investing

Can you invest in a way which is environmentally and socially conscientious while still producing solid returns? ESG—shorthand for Environmental, Social, and Governance—was a modern response to that challenge. A framework, not a fixed destination, ESG aimed to bring a broader perspective to investment analysis, incorporating long-term systemic risks and opportunities alongside traditional financial metrics. But over the past few years, ESG moved from innovative insight to political football. Once one of the financial industry’s boldest growth areas, it has now become a flashpoint of both regulatory scrutiny and ideological debate. The story of ESG is not one of failure, but of evolution—a maturing concept being recalibrated for a more complex, more informed investment landscape. This article explores ESG’s path: how it rose so rapidly, why it faced backlash, and where thoughtful investors go from here. Most importantly, it outlines how ESG principles can still serve as powerful tools within...

07.14.2022
Estate planning in down market: Using depressed values to pass on greater wealth  

Estate planning in down market: Using depressed values to pass on greater wealth  

"Transferring wealth during periods of depressed asset values, like coiling a spring, allows for the passing of assets with the potential to expand when the market recovers (as markets have historically always done)."

May You Live in Interesting Times 

May You Live in Interesting Times 

"Although the current market correction is unsettling for investors, it also presents opportunities for long-term investors who can stay invested and adjust as the cycle changes."

Market Resilience

Market Resilience

"The American economy is a powerful wealth creator for the patient investor willing to accept the risk and stay invested for the long haul.”