We have exciting news! To help support and grow our practice, we have decided to affiliate with a new firm, Vanderbilt Financial Group (“VFG”). VFG and its affiliates share our values in the field of Socially Responsible Investing—also called...
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Congrats to one of our advisors Katelyn Kriesel for a great commentary in the Syracuse Sunday paper. “Individual action matters; people power is real……We all have the power to effect change.” We are looking forward to spending 2021...
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How do you choose a gift during the Holiday Season? Do you try to think of something that will be useful to the recipient? Or do you focus on something that you know will bring them joy? Perhaps it is something meaningful that you’re passing down...
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New York State Comptroller Thomas DiNapoli announced on December 9th that The New York State Common Retirement Fund, the third-largest pension fund in the United States, will be divesting from fossil fuels by 2025. The Comptroller also committed...
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Congrats to our own Katelyn Kriesel who made the CNY Business Journal’s 40 Under 40 Class of 2020. She is thrilled to be a part of an amazing group of entrepreneurs, business leaders, and leaders in the not-for-profit world. The event will...
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InvestmentNews has recognized Susan Hansen as a 2020 Excellence in Diversity and Inclusion Awards winner. Susan Hansen, along with 13 other individuals, were chosen from over 120 nominations by a committee of InvestmentNews representatives to be...
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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...
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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...
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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...
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We often talk to our clients about how Socially Responsible Investments (SRI) have outperformed traditional investments during different periods of time. In 2019, before the coronavirus and the pandemic, companies that scored highly on ESG...
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This week is the 50th-anniversary celebration of Earth Day. What a momentous and important milestone for a day that has become synonymous with environmental sustainability. While there were surely dozens of events to champion our planet that had...
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During these last several weeks of continual discussions about how our known world has been displaced by another world, we do have some positivity in the actions by Congress with the CARES Act, as noted below. Stimulus check. The recovery rebate...
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