During a recent business trip to the East Coast, we had the opportunity to visit with representatives of the Calvert Foundation at their offices in Bethesda, Maryland. The Calvert Foundation is the issuer of the Calvert Foundation Community Investment Note, which many of our clients interested in socially responsible/impact investing own. [Read more…]
Lorne Abramson, CFA, CFP®, Principal and Co-Founder of ELM Advisors, and Stephen Steiner, J.D., Director of Gift Planning at the San Francisco Symphony, discuss various tax-efficient means and vehicles for charitable giving.
We are happy to announce ELM Advisors has been certified as a Bay Area Green Business™. [Read more…]
Socially Responsible Investing (SRI) enables the integration of your principles and ethics into your investment plan. [Read more…]