Blog.

I Don’t Want to Own “America” Right Now

Question: I don’t want to own “America” right now. I don’t want to profit from killing people, destroying jobs in other countries, and ruining lives through a system that places profits over people and the planet. I have a 401(k) and an IRA filled with mutual funds. I really don’t even care if I make less money by being conscientious. My advisor says he has other clients who are “that way.” I don’t think he gets me. Any advice?

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The 4th Industrial Revolution

It’s interesting how our world works. On the one hand, we admire success, yet on the other we often dismiss it. For example, many thought Jeff Bezos’s Amazon would be just another book retailer. Now, he and his company are considered revolutionary and an enormous success. However, as Einstein once said, “It’s all relative!” And Aristotle was known to start his arguments by stating “Let’s define the definitions!”

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Respecting the Three C’s

Over my career, I’ve spoken and written quite a bit on the topics of complexity, connectedness, and change. Respect for these “three C’s” is something that our team at FIM Group regularly discusses as we analyze investments and manage portfolios. I recently circulated a report published by the World Economic Forum (WEF) in Davos, Switzerland, that includes Figure 1, showing major trends and five categories of risks (economic, environmental, societal, geopolitical, and technological) facing the global economy today.

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Current Observations

Happy New Year! I often get philosophical and reflective at the end of the year. I think about the past and reflect on the beautiful people I have known and those who are still in my life. I often miss and am saddened by memories of friends and family members who have lost their lives at relatively young ages. I also feel grateful to be alive in these exciting times. Each day seems to evolve and feel like a sort of “stay tuned for what’s next” drama.

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