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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...
05.12.2023
One of the special things about families is that each one is completely unique. Each member with their own lived experiences and interactions, and the context in which the family is embedded, creates that uniqueness. While each member might be familiar with their family’s idiosyncrasies, navigating these can be challenging, especially when it comes to behaviors around money. Family meetings, however, are one of the single best tools families can use when confronted with decisions that will affect all family members and future generations. These meetings can bring a family closer together, foster communication, and help the family plan for the future. In this article we will explore the importance of family meetings and provide guidance on how to make them as productive and enjoyable as possible. Bringing a family together through a meeting signals that there is some shared purpose and reinforces the idea that each family member is...
