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Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first
Fairness. We never accept commissions
Integrity. Conflict-free advice

Tech Stocks Power S&P 500 above 3,000

Submitted by LWM | Linden Wealth Management LLC on July 11th, 2019

It took five short years for the S&P 500 to cross from 2,000 to above 3,000 and record highs. Tech stocks are the primary reason.

The tech sector is up over 125% during this time frame, 30% YTD:

Challenges and Opportunities in ESG Investing

Submitted by LWM | Linden Wealth Management LLC on June 25th, 2019

Photograph by Inga Spence

FactSet: Challenges and Opportunities in ESG Investing

FactSet hosted an event featuring three experts in the field of ESG investing: David Silverman of Blue Harbour Group, Linda Galsim of Jennison Associates, and Shila Wattamwar of Sustainalytics.

Sustainable Investing (ESG)

Submitted by LWM | Linden Wealth Management LLC on May 3rd, 2019

The field of sustainable investing is making great strides in offering investors ways to advocate for critical social and environmental issues while furthering their investment and retirement goals.

No longer do investors have to sacrifice investment returns in pursuit of what they think is the greater good making it possible to have an impact while being profitable.

Building wealth together.

A responsive financial program that begins with your life, your goals, your dreams.

Growth & security.

Finding the balancing point that reflects your true priorities.

Blocking out the noise.

An investment approach that responds to life's changes -- without getting caught up in the clamor of changing times.

Expertise you can trust.

We put your financial well-being first.

How well are you doing?

Home

Welcome, I'm Gerry Downey, a fiduciary who will put your financial interests first.

Three reasons to work with a fiduciary:

Trust. Your interests always come first

Fairness. We never accept commissions

Integrity. Conflict-free advice

Tech Stocks Power S&P 500 above 3,000

Challenges and Opportunities in ESG Investing

FactSet: Challenges and Opportunities in ESG Investing

Sustainable Investing (ESG)

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