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Tag: financial advisors

The Evolving State of ESG

Despite the massive interest in ESG investing on the part of individuals and institutions, there remain some challenges for investors and advisors alike. For instance, there is no standard definition of what ESG represents.

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Twenty Years of Business … and Lasting Friendships

The year 1999, the stock market was almost five years into one of its biggest bull markets ever—fueled by the internet craze—and Ronald Chakler was closing in on his 20th year in the business; despite these milestones, he knew he needed a change. He was running a small broker/dealer (B/D) and wearing too many different hats. It had become too difficult to manage his book of business, oversee the activities of other brokers, write written supervisory procedures and make sure financial reports were filed in a timely manner, along with the multitude of other details that go into operating a B/D.

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Green Buildings Changing Cities

LEED (Leadership in Energy and Environmental Design) is a green building rating system that provides a framework for building healthy, highly efficient and cost-effective green buildings. LEED may be applied to a wide range of building projects, including new buildings, interior rebuilds, building operations and management, and the core and shell of a building.

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Old Documentation? Just Shred It!

The promise of a paperless society has fallen short, if you think of all the paper clutter that builds up in many households. When that paper pile grows too big, the urge to purge frequently results in documents with important information ending up in the curbside garbage bin. That’s a big mistake because dumpster diving is akin to mining gold for identity thieves. Instead of dumping documents and files no longer needed into the household trash, consider shredding documents to protect your most important private data.

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The Labor Market: State of Change

There has been broad attention given to the changing landscape of the labor market amid the tectonic shifts triggered by the COVID-19 pandemic. Much of this attention has been focused on the rise and likely permanency of the hybrid work model and working from home. Perhaps less recognized are more subtle changes that potentially will have an equal or even greater impact on the economy and social fabric in the years ahead.

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