Jay Pluimer earned the CFA Institute Certificate in ESG Investing! He has learned how to analyze and integrate ESG factors into his role as an investment professional.
By Kathy Longo, CFP®, CAP®, CDFA
Spring has sprung! I hope that the first three months of 2022 have been good to you. With so much going on in the world, I know that I have had to take moments to myself to reflect on the gratitude I have that me and my family are safe and healthy. If the 2020s are continuing to deliver bad news, please know that you are in our thoughts and we are hopeful that there are brighter days around the corner for everyone.
By Kathy Longo, CFP®, CAP®, CDFA
Happy New Year! I hope that the holiday season was joyful and found you and yours in good health and good spirits. While this season continues to bring us sad news on the Covid front, I am hopeful that the coming Spring will bring us a sorely needed light at the end of the tunnel. We had quite a busy holiday season and are enjoying having a slightly less packed schedule as this first month of the New Year unfolds.
The financial industry has long been dominated by men, but as more women enter the playing field, the very nature of investing is showing a marked shift. Over the past several years, interest in Environmental Social Governance (ESG) investing, also known as impact investing, has skyrocketed - and it’s largely due to women. When it comes to ESG, individuals invest in a business that is providing a benefit of some kind. For some companies, that could be combating climate change, addressing racial inequities, or improving access to education, among others.
According to an article from Bloomberg, ESG assets could reach $53 trillion by 2025. That would mean more than 33 percent of all global assets under management would be considered ESG assets. Women are sending a clear message with their investment choices. Building wealth is no longer the only goal; female investors also want to make an impact on the world around them.
When it comes to ESG, women are undeniably present in every aspect. They are running socially responsible businesses, investing in funds that reflect their values, and lending money to support causes in which they believe. Below, we’ll discuss four ways female investors are leading the ESG movement.
By Kathy Longo, CFP®, CAP®, CDFA
Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.
Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved.
