Sylvia Panek

Welcome to my archive of newsletter articles and blog posts. For more information on my service offerings, please go to my advisor webpage.

Investing with Intent – Fall 2022

Sustainability and the Name Game by Sylvia Panek, AIF® Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF® Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS® Year-End Planning by Kirbie Crowe, AIF®, CFP® Shareholder Advocacy Review – Fall 2022 by Michael Kramer Market Report – Fall 2022 by Scott Secrest, AAMS® In the News – Fall 2022 Download …

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Sustainability and the Name Game

Last year, my fellow NI advisor James Frazier wrote “Wall Street Wakes Up to SRI” on sustainable and responsible investments becoming a mainstream component of the financial services industry. Substantial asset flows into environmental, social, and governance (ESG)-labeled funds have prompted large conglomerates to buy up boutique socially responsible investing (SRI) companies in the SRI …

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In the News – Winter 2020

1: TAKE ACTION NOW TO PROTECT SHAREHOLDER RIGHTS Although a recent Senate Banking Committee oversight hearing excoriated SEC Chairman Jay Clayton about the agency’s proposed rules to curtail the rights of shareholders and proxy advisory firms to advocate for corporate policy changes, the SEC is pressing forward. Any investor who believes shareholder rights should be …

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