×

The Malvern Foundation Charity Polo Match at the Brandywine Polo Club

September 26, 2021

Enjoy an Exciting Polo Match, Gourmet Lunch, Open Bar, and Help Support the Foundation Information & Tickets.
(Weather postponement from August 22)

Malvern Bank’s "Money Matters"

Money Matters: What is ESG Investing?

May 21, 2021

Hello,

It seems as though energy and the environment are hot topics right now. From the U.S. gas shortage to how much energy it takes to mine cryptocurrencies, you've probably noticed that the impact of collective actions on our environment are under more scrutiny than ever before.

One way to feel more in control of the issue as it pertains to your personal finances is by being mindful about your choices, the goals you set, and where you spend money. A trend larger corporations are following that's been in the news lately is "ESG."

What is ESG?

ESG investing is about introducing positive changes in society by being a more conscious investor - focusing on the following 3 key issues when it comes to financial planning:

  • Environment - for example, a company's carbon footprint regarding its manufacturing processes and sustainability efforts.
  • Social - including diversity in both the executive suite and overall staffing and hiring practices - even how a company advocates for social behavior in the world outside of its business footprint.
  • Governance - looking at how the company's board and management drive positive change within their organization - for example, through executive pay, diversity in leadership, and how well that leadership interacts with shareholders.

Incorporating ESG methods into your own household financial plan can be as simple as being more budget- and energy-conscious in your home heating/cooling or designating a charity for your estate plan.

More information than ever before is available to you about the core standards behind your favorite brands so you can make informed decisions. Now is a great time for us to talk about what's most important to you, and discover how your goals can make a significant economic or social impact. I encourage you to contact Sally Lawson, Malvern Bank's Senior Investment Advisor, at 610.695.3651. She can help you implement an ESG investment strategy that reflects your beliefs and accomplishes your financial goals.

Here are some relevant articles I thought you'd enjoy. Feel free to read and share, and let me know what you think.

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Office : 610.644.9400
Marketing@MyMalvernBank.com

Money Matters

Bell Rock Capital, an SEC Registered Investment Advisor, is working in affiliation with Malvern Bank, NA. Products offered are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal or state deposit guarantee fund or other government agency; Not endorsed or guaranteed by the bank or their affiliates; and are not deposits or obligations of the bank and are not guaranteed by the bank, and are subject to investment risk, including potential loss of principal.

NOT FDIC INSURED   ●   NOT BANK GUARANTEED   ●   MAY LOSE VALUE   ●   NOT A DEPOSIT   ●   NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

Return to Money Matters


After The Pandemic: ESG Investing Trends For 2021 And Beyond

After The Pandemic: ESG Investing Trends For 2021 And Beyond

Forbes: May 18, 2021

The global pandemic has disrupted just about every facet of our lives and exposed many...

Read More

If you were born between 1980 and 1985, you are a 'geriatric millennial'

If you were born between 1980 and 1985, you are a 'geriatric millennial'

Entrepreneur: May 18, 2021

One author revolutionized social media by categorizing people under 45 as "geriatric."

Read More

ESG And The Future Of Work: 3 Strategies Every Leader Should Know

ESG And The Future Of Work: 3 Strategies Every Leader Should Know

Forbes: May 18, 2021

Is ESG actually a value driver that enhances competitive advantage and increases ROI?

Read More

When to Expect Your Tax Refund—and the Best Ways to Spend It

When to Expect Your Tax Refund—and the Best Ways to Spend It

Investopedia: May 17, 2021

The majority of taxpayers should get their tax refund within 21 days of filing, but there are...

Read More

For Happiness, Less Really Is More: 6 Creative Ways To Actually Subtract

For Happiness, Less Really Is More: 6 Creative Ways To Actually Subtract

Forbes: May 18, 2021

The ideal of reduction isn't easy, but there are some simple methods to put you on the path to...

Read More