The ability to choose an SRI portfolio that meets the values of certain investors may be at risk due to a recent proposed ruling from the Department of Labor that would limit 401(k)s and other ERISA covered retirement plans from screening companies according to their ESG. We at HAS are paying close attention to this activity, […]

At Hansen’s Advisory Services, we are welcoming all the new voices who are bringing socially responsible investing to the forefront of our industry.  One of those voices is Change Finance.  You will find their latest newsletter below.  This issue features information about the Black Lives Matter movement and the success behind shareholder advocacy. For over […]

As the pandemic and the shutdown continue to affect our lives, our communities, and the economy, the team at Hansen’s Advisory is ever more aware of how we can be helpful to our clients and colleagues during this time. Eras like this often serve as a catalyst and result in many of us reevaluating different […]