What is Happening in the ESG World?

Thursday, 25 February 2021

ESG investing continues to trend upward, and this “virtuous cycle” is causing major changes from big companies - some of which may surprise you.

• LISTEN

The Investment Impact of Vaccines

By Jay Pluimer, AIF® CIMA®

Thursday, 17 December 2020

Kathy Longo Featured on the Pearl Planning Podcast

Hosted by Melissa Joy, CFP®, CDFA®

Wednesday, 16 December 2020

Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions. 

• LISTEN

The Energy Sector

By Jay Pluimer, AIF® CIMA®

Thursday, 10 December 2020

The energy sector represented nearly one-third of the S&P index in the 1980s, but now it is less than 2% and 2020 may be a decisive turning point for energy sector stocks.

• LISTEN

The Small Cap Recovery

By Jay Pluimer, AIF® CIMA®

Thursday, 03 December 2020

Small caps, which are public companies with market capitalizations under $2 billion, are up 23% in October and November due to a combination of three factors.

• LISTEN