There’s an old story about a Zen master who goes to a town. All the villagers run out to meet him because they want to become enlightened. The Zen master says, “If you can focus… Read more »
News + Insights
Financial Advisors and the Art of Listening
Have you ever noticed that the words listen and silent are spelled with the same letters? Perhaps this is no accident, because in many ways, they mean the same thing. Have you ever talked to… Read more »
Don’t Fear the Repo
As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown… Read more »
US / China Trade War Analysis
US / China Trade War Analysis Why are we in a trade war? China entered into the World Trade Organization in 2001, under rules that granted it concessions as a developing country, which greatly accelerated… Read more »
ESG Data Drives Demand for Sustainable and Impact Investing
The white paper for Investments and Wealth Monitor by Jeff Gitterman and author/consultant Paul Ellis titled “ESG Data Drives Demand for Sustainable and Impact Investing” was recently released. The PDF is available by clicking here
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… 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… 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… 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,… Read more »
Jeff Gitterman wins RIA “Thought Leader of the Year” at the Wealth Management.com Awards
We are very proud to announce that Gitterman Wealth Management co-founding partner Jeff Gitterman has been named RIA “Thought Leader of the Year” at the 2018 WealthManagement.com awards. The award was given on Thursday, September… Read more »