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News + Insights

Impact Investing

NYS Department of Financial Services Emergency Regulation

If you are a client who lives in the state of New York and purchased a life insurance or annuity contract, on March 20, 2020, the New York State Department of Financial Services (DFS) adopted an emergency regulation that provides relief to certain policyholders who can demonstrate financial hardship as a result of COVID-19. For… Read more »

Meditation and the Currency of Attention

There’s an old story about a Zen master who goes to a town. All the villagers run out to meet him because they want to become enlightened. The Zen master says, “If you can focus your complete and undivided attention for 24 hours, you will find enlightenment.” You can probably guess how many people were… Read more »

Financial Advisors and The Art of Listening

Have you ever noticed that the words listen and silent are spelled with the same letters?  Perhaps this is no accident, because in many ways, they mean the same thing.  Have you ever talked to someone and walked away feeling enriched because they were such a good listener, even if they were a complete stranger?… Read more »

Increasing Income Streams: Where Should Investors Look?

As wealth managers, we intend to focus on our client’s investment returns over market cycles, not just quarterly positioning.  Risk must be measured and factored in, just as much so as the potential for rewards.  Additionally, we should not only be thinking about generating current income for our clients, but also about an increasing income… Read more »

Don’t Fear the Repo

As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown policymakers an unexpected curve ball.  When rates on the typically steady overnight re-purchase agreements behave like the stock market, as… Read more »

US / China Trade War Analysis

US / China Trade War Analysis  Why are we in a trade war? China entered into the World Trade Organization in 2001, under rules that granted it concessions as a developing country, which greatly accelerated its integration with global markets and supply chains. Studies have shown that Chinese exports led to lower prices for U.S…. Read more »

Earth Day 2019: Carbon Footprint of a Texas Wildcatter Gone Climate Advocate

The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint… Read more »

PG&E: A Case for Active vs. Passive ESG Investing

The story surrounding California Public Utility Pacific Gas and Electric (NYSE: PCG) is a case study of the nuanced implications of different sustainable investing strategies.  PG&E filed for bankruptcy after estimating a $30 billion liability from two years of wildfires, becoming one of the largest utility bankruptcies in history, and one of the first to… Read more »

Gitterman Wealth Management Hosts the 2018 Sustainable Investing Conference at the United Nations

On Tuesday, September 11th, Gitterman Wealth Management hosted the 2018 Sustainable Investing Conference at the United Nations.  The first conference of its kind for financial advisors at the UN brought together over 500 financial professionals to discuss the business case for Sustainable, Impact, and ESG Investing, and its relevance to the United Nations Sustainable Development… Read more »