By "Chaim" Victor Schramm, CFS®, CAS®, CDFS®, AIF®It’s Better To Attend A Funeral Than A Party A relative once told me “opening the Bible always makes me feel creeped out, sad, and bossed around.” Ecclesiastes is a great book of the Bible because it will do that for you more efficiently and self-consciously than the [...]
By "Chaim" Victor Schramm, CFS®, CAS®, CDFS®, AIF®The Ecclesiastes Investor V- Eternity Money What value, then, can the man of affairs get from what he earns?… (G-d) brings everything to pass precisely at its time; He also puts eternity in their mind, but without man ever guessing, from first to last, all the things that [...]
By "Chaim" Victor Schramm, CFS®, CAS®, AIF®The Ecclesiastes Investor: Wealth & Enjoyment Iconoclasm takes many forms in Biblical literature, but the theme of iconoclasm speaks powerfully to me. Ecclesiastes is an exemplary work of iconoclasm, calling out that which might become commonplace- a kind of household idol- and normal in the course of our daily [...]
By "Chaim" Victor Schramm, CFS®, AIF®Of Faith & Finance: Giving and Righteousness The finance industry has a funny way of looking at charity. Charity, in American life, has a connotation of "voluntary" giving. Merriam Webster defines charity as "generosity and helpfulness especially toward the needy or suffering." 1 The link between "generosity" and charity certainly implies magnanimity [...]
By "Chaim" Victor Schramm, CFS®, AIF®Of Faith & Finance: Setting Your Money Intention for the Year Every year, before the New Year celebrations of Rosh Hashanah, it's customary to do our most intense spiritual housekeeping. On Passover, we get our physical house in order. Ideally. I certainly fell short of my Passover goals this year. [...]
What is ESG Investing?By Victor Schramm, CFS® ESG investing is the topic of much conversation lately. It's become a major force in Institutional investing, which is a big deal for believers in Socially Responsible Investing. Getting large, pooled portfolios such as big endowments, foundations, pensions, and trusts to implement Socially Responsible Investing in their portfolios [...]
