WE’RE OPEN AND AVAILABLE

WE’RE OPEN AND AVAILABLE

In our overwhelmed Coronavirus state of mind, we know your primary concern is to keep yourself and your family safe and healthy. However, we realize you may also be concerned about your portfolio. Even though the volatility in the stock market creates fear, we know...
Here Comes The Sun

Here Comes The Sun

The CNY Carbon Challenge starts this week with the first mission, to sign up for clean energy. I have a professional background in solar, but I’ve put off getting a solar assessment because of its expense. But this week, because of the challenge and the first mission,...
This is Huge, Tom (DiNapoli). Huge! 

This is Huge, Tom (DiNapoli). Huge! 

BIG news came out of Albany this week. Comptroller Tom DiNapoli, the sole trustee of the New York State Common Retirement Fund, is finally talking about divesting from fossil fuel companies. He has committed to moving forward with divesting from coal companies if they...
Socially Responsible In Name Only

Socially Responsible In Name Only

What makes a fund or a company socially responsible? How can you tell which money managers are really walking the walk and screening the companies in their portfolio for their Environmental, Social, Governance, and which ones are in fact greenwashing? Just because a...
Skip to content