RESOURCES

Investing 3.0 solves for the inevsting inefficiencies caused by human bias, while reducing both the high management fees of active investing and high phantom costs of passive investing.

The economy could get significantly worse, and investors should not panic when headlines turn from complacent to catastrophic. Economic cycles come and go.

ESG investing has two claims – first that it beneficially impacts the world through directing capital to where it will make a positive difference. Second is that by including an ESG framework in the investment process, investors will be rewarded with a better risk-adjusted financial return. We will examine these claims, one by one.

Woke, Inc. addresses the relatively recent phenomenon of businesses seeking to drive social change unrelated to their business offerings.

Rothman Investment Management seeks excellence in the three areas we believe are most essential to client success- purpose-based financial planning, investment management and tax strategy.