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John Tennaro, CIMA®
Investments

Introduction to Opportunity Zones

John Tennaro, CIMA®
April 16, 2019

The Tax Cuts and Jobs Act of 2017 initiated a new developmental program—known as Qualified Opportunity Zones (QOZ)—designed to encourage investments in economically-distressed communities. A key feature of the program is that investors are eligible for potential tax incentives towards prior and future investment gains. As a way to participate in the program, Qualified Opportunity Funds (QOF)...
Investments

Doing Well by Doing Good: Responsible, Sustainable and Impact Investing

John Tennaro
September 08, 2017

Download PDF   Many investors today are looking for ways to combine their social consciences and philanthropic vision with their investment strategy. Increasing numbers of high net worth individuals and institutions want to make the world a better place and understand that investment capital has the power to inspire, transform and persuade others to do more. Socially responsible...
The Connection

An Active Debate on Passive Investing

John Tennaro
May 24, 2017

Download PDF   There have been many existential debates about the “optimal” way to invest: growth stocks vs. value stocks, international vs. U.S.-only portfolios, and the list goes on. This type of discussion tends to crop up after one type of investment outperforms another type for a period of time, which leads some to declare that today’s winner will remain superior for years to...
Investments

Podcast: What Is Sustainable Investing, Really?

John Tennaro
April 27, 2016

  We all want to make responsible decisions with our money, but are we taking responsibility for the impact our money has on the world around us? One investing approach that has gained popularity in recent years—sustainable investing—allows us to achieve both of these objectives by marrying financial goals with societal ones.     Interest in sustainable investing is...
Uncategorized

Strategic Philanthropy: A Higher Quality of Giving

John Tennaro
October 07, 2015

    Philanthropy is a big melting pot with a wide diversity of resources, personalities, passions, causes and influences. And, philanthropic giving is on the rise in the U.S.: total giving in the U.S. now represents approximately 2% of gross domestic product and accounted for a staggering $358.38 billion— up 5.4% in inflation-adjusted dollars from 2013 according to the Giving...
Investments

Understanding Socially Responsible Investing

John Tennaro
July 29, 2015

  Our everyday lives consist of making decisions that are greatly influenced by our experiences and principles. These ideals help us determine what we want to be a part of and what we want to avoid. When this concept was applied to investing, it helped create what we now know as “socially responsible investing” (SRI).     SRI is a unique approach that often begins...
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