Insights + Resources

Promising Pages

Mar 19, 2018

What a great way to start the day and start off the week, serving alongside of co-workers and clients at an amazing little non-profit in Charlotte, called Promising Pages. Promising Pages inspires underserved children to achieve their dreams by instilling a love of reading. Fueled by studies showing that children who can’t read proficiently by third grade are four times more likely to drop out of high school. More than 60,000 underserved kids in the Charlotte area are at risk of falling behind.  Promising Pages provides innovative classroom programs and more than 100,000 free books annually, making it Charlotte’s largest and most efficient distributor of upcycled books aimed at addressing this critical – and solvable – community need. We counted, sorted, cleaned and stamped books, getting them prepped and ready. Next stop … a child’s hands. What a worthwhile endeavor. If you would like to learn more, or are interested in volunteering one day  as well, please check them out online at http://promisingpages.org They depend on volunteers, so “book” a date!

More Insights

Apr 18, 2017

While doing my annual Spring “office clean”, I came across an article that I had printed out from June of last year (Trust & Estates, June 30, 2016 – Patricia Angus). I re-read it and felt that I needed to share it here. It resonates with me on several fronts, and it may very well resonate with you as a … Continue reading “Are You “Wealthy”?”

Nov 15, 2016

WASHINGTON, D.C., November 14, 2016 – Sustainable, responsible and impact investing assets now account for $8.72 trillion, or one in five dollars invested under professional management in the United States according to the US SIF Foundation’s biennial Report on US Sustainable, Responsible and Impact Investing Trends 2016 which was released today. The biennial Trends Report—first … Continue reading “US SIF Foundation Releases 2016 Trends Report”

Nov 11, 2016

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and … Continue reading “Market Impact of a Trump Presidency”

May 29, 2016

The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up … Continue reading “Impact Investing: Performance, Purpose and Positioning”

Apr 6, 2016

“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court … Continue reading “Why We Embrace Conscious Capitalism®”

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