The Ecclesiastes Investor V- Eternity Money

September 15, 2023Faith & Finance, Investing
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 [...]

Faith & Finance Blog: Giving and Righteousness

March 10, 2021Faith & Finance, Investing, Lifestyle, Socially Responsible Investing
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 [...]

Faith & Finance Blog: Setting Your Money Intention for the Year

August 26, 2020Faith & Finance
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?

October 30, 2019Faith & Finance, Investing, Socially Responsible Investing
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 [...]