
Sustainable Trends in the Roaring 2020's
The 2020’s could change everything. In this post I highlight five sustainable trends that I believe will change the world and your life!

Are Index Funds Bad for the Environment?
Ever wonder what’s under the hood of your shiny index fund?

Are We Headed Toward a Recession?
The yield curve inverted this past week. Does this mean we are headed for a recession? What does this mean for your investment portfolio? Should you hit the sell button?

Impact Fiduciary's Summer Update
The stock market has been on fire lately. What is driving the recent upturn? Unfortunately the earth has also been heating up as we've continued the trend of breaking record temperatures this year. Read to find out how investing can actually help solve climate change and how you can take action!

Fighting Climate Change: Sustainable, ESG, SRI, Impact and Green Investing
What do ESG, SRI, Impact, Green and Sustainable investment strategies have in common? How does this movement help in the fight against climate change? Does it really matter?

A Pessimist is Never Disappointed: How to Think About Risk and Investing
Even if you are an optimist like me, maybe you should reconsider how you evaluate risk and investing.

Here's to a Sustainable 2019!
The stock market was not kind to investors last year. In fact, it was the worst year since the 2008 Financial Crisis. Fortunately, 2019 is off to a much better start! The market started rallying the day before New Years and hasn’t looked back….

Impact Update – Market Bloodbath, Dow Drops 800 Points, and the Truly Scary Headline (Climate Change)
The past week, we’ve seen some terrifying headlines about the market. My best advice is to ignore them. Today, I’m happy to provide an update on the broad market as well as the Impact Fiduciary portfolios. I remind you that market corrections are normal and just a part of investing.

One Trillion Watts
Let the sunshine in, let the sunshine, the sunshine in. Oh let it shine, c'mon. Now everbody just sing along....I recommend blasting this song if you ever need a pick-me-up. It’s almost as good as a cup of coffee.
I have been following the alternative energy space closely over the past decade. It has certainly had it's share of ups and downs, but it now seems to be on a trajectory that is very promising. I'm excited about the implications, especially, since I have two young kids and enjoy breathing clean air!

Impact's Mid-Year Update: Markets and Sustainability
It's hard to believe we are more than halfway through 2018! So much has happened and the markets have been exciting to watch (at least for me). Today I'll recap some of the more interesting developments and shine a spotlight on an important area of sustainable investing.

Identity Politics and the Roaring 2020s Death Spiral
Humanity is faced with an existential crisis and only 58% of the US public believes that climate change is mostly human-made!

Tax Refund? Invest in Your Relationship!
Are you fortunate enough to get a refund this year? Maybe you’re wondering what to do with the extra money. I’ll start with the practical advice, then jump into the unconventional.

Intentional Investing
Intentionally investing your money is one of the easiest activist decisions you can make. You can divest from shitty companies while sitting in your pajamas in your favorite chair with the TV on in the background. No protest sign required!

Saving for Your Kids’ College Education: A Primer
As a financial advisor and father of two young daughters under four, I have thought a lot about how to tackle saving for college. I’ve seen firsthand how student loan debt can be soul-crushing, career-limiting and even change the calculus of starting a family.

Buckle Up! Market Volatility is Back
What a difference a week makes! The stock market's fear gauge (the VIX) was up over 100% on Monday while the Dow dropped a record 1175 points in one day. We ended a bumpy Friday with thousand point swings in the Dow and a market loss of over 5% for the week.

When Saving For Your Kids' College Is the Wrong Move
Kids are expensive. I don’t really know how people do it anymore. My wife and I did the math and we pay the equivalent of two University of California educations right now, raising a three year old and six month old. No wonder the US birth rate just hit a record low.

Clean Meat Disruption
Captain Obvious: People are cheap and lazy. Pay a little extra for an electric car? No thanks. Eat a little less red meat? Hell no!

TaaS and Electric Cars: The End of Car Ownership and Big Oil
In 2011, my love affair with Uber began while I was living in San Francisco. I had walked to the grocery store and, after shopping, hadn’t for the life of me been able to flag down a cab.

Breaking Sustainable
“Say hello to my little friend” are some of the famous last words uttered by Miami coke dealer Tony Montana (Al Pachino) before he dies in a hail of bullets in the classic film Scarface.

Five Reasons to Divest from Fossil Fuel Companies
The fossil-fuel-dominated energy sector has been crushed over the past five years and is down almost 20% this year, while the broad market is up around 10%.