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Sound Advice for a Secure Future


A High-Level View of ESG Investing

The idea of investing according to Environmental, Social, or Governance (ESG) values continues to gain momentum, yet the terminology itself can lead to confusion among investors. For example, some people use the terms “ESG” and “Sustainable Investing” interchangeably, while others use “sustainable” to refer specifically to environmental issues.

Two Cents on Bitcoin

Why the increased interest in bitcoin? FOMO has reached increasingly high levels as it relates to bitcoin. In just the last few months, we have seen Tesla announce that it purchased $1.5B of bitcoin, and that it expects to accept bitcoin as a form of customer payment.

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