“Millennial” removed from Webster Dictionary! Replaced with…
Apr13

“Millennial” removed from Webster Dictionary! Replaced with…

Here is a headline I am certain a group of people I am fond of, admire and respect would love to see!   I was at a meeting earlier this week and the presenters used the word over and over again, not reading the audience and eventually getting an earful of how this word is offensive to a group of individuals who happen to be born in a range of years. How do you generalize a population, which, by definition was born during a timeframe...

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Impact Aware, Unaware or Just Don’t Care
Apr07

Impact Aware, Unaware or Just Don’t Care

While sitting with a new friend, a fellow Impact Enthusiast, Mike Sakraida from First Affirmative, he shared with me the 3 type of people when it comes to Impact Investing, there are the Aware, Unaware and the Just Don’t Care about people or planet, just making money. We shared stories of our “awakenings” and discovering who we are and how our new passion can be very annoying to people who fall into the last...

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DOL DOA?
Jan26

DOL DOA?

President Trump is about to deal the financial services biggest Trump Card and abolish DOL….in my opinion.   After years of planning for the most ludicrous change which, in most cases, hurt the small investor, sentiments are, DOL is DEAD ON ARRIVAL of our newest President, Donald Trump. All indicators are pointing to a repeal of this rule and I, for one, am glad it is almost over.   There are many other ways that the public can...

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DOL – Effective June 7, 2016, A Strategic Plan
May06

DOL – Effective June 7, 2016, A Strategic Plan

June 7, 2016 is the “official” effective date of the revised definition of “Fiduciary Investment Advice” and the date the exemptions are considered “issued”, 60 days after the Federal Register publication date of April 8, 2016, a date I have dubbed, DOL D Day! I am on a flight on my way back from the 2016 WinOPS User Groups Conference in Denver for a group of BD Operations and Compliance...

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Children Cry for Tesla, The Earth and The Future!
Apr26

Children Cry for Tesla, The Earth and The Future!

This past weekend, I hosted an Electric Car Show in honor of Earth Day along with the New York Electric Auto Association. My son volunteered to help coordinate the show so afterwards I treated him to a nice lunch. As I approached my Tesla Roadster in the parking lot of our local Bertucci’s, there was a mother trying to strap her wailing kid into his child seat. She looked at me and said, “He loves your car, he won’t...

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Range Anxiety, My Story. An Earth Day Spotlight.
Apr14

Range Anxiety, My Story. An Earth Day Spotlight.

As the owner of 4 electric vehicles, I have grown accustom to understanding and managing the range of my “mini fleet”.  I have 2 Tesla’s that are pure electric (EV’s) , an i3 and Chevy Volt, (aka EVER’s) that means they have a gas extended range generator to get you out of trouble if you run out of battery….but back to my story. This past Monday I was tasked to take my Dad from Long Island to the...

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