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 »
News + Insights
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 »
Gitterman Wealth Management Hosts the 2018 Sustainable Investing Conference at the United Nations
On Tuesday, September 11th, Gitterman Wealth Management hosted the 2018 Sustainable Investing Conference at the United Nations. The first conference of its kind for financial advisors at the UN brought together over 500 financial professionals… Read more »
Arming Financial Advisors about Small Arms and Weapons Exposure
With the unfortunate proliferation of mass shootings around the county, both in schools and elsewhere, several of our clients have begun to ask about their portfolio exposure to small arms and controversial weapons. Gitterman Wealth… Read more »