LifeBlood Podcast: Investing with Purpose with Cam Barsness

KBBS Financial principal Cameron Barsness was a guest of George Grombacher on the LifeBlood podcast and gave great insights into how we partner with clients, ask important questions and consider the investments we recommend through a 360 degree view. Listen to the full interview at LifeBlood Podcast (or where ever you get your podcasts)

FAs Weigh In: Proactively Asking Clients About ESG Interest~ By Sam Del Rowe

KBBS principal Cameron Barsness spoke with Sam del Rowe of Financial Advisor IQ for an article about deepening client relationships and how to begin the conversation around increased intentionality and materiality of Environment, Social, Governance issues in client portfolios. “…you can have a conversation with them about long-term risk in a portfolio because of changes […]

Are ESG Investments for Real? Advisors Should Vet Them ~ By Sam Del Rowe

KBBS principal Cameron Barsness spoke with Sam del Rowe of Financial Advisor IQ for an article about vetting ESG investments. “…Just like if you’re going to invest in a mutual fund, if it says ‘global’ in the name, sometimes that doesn’t actually tell you anything,” Cam says. “You have to do very similar due diligence […]

Cameron Barsness Interviewed by CommonGood Capital

KBBS Financial principal Cameron Barsness spoke with CommonGood Capital about impact investing and client engagement. Cam commented on what’s changed in the last two years about investors’ interest in ESG and responsible investing. She says, “More and more, clients want to see the influence of their dollars during their lifetimes. The idea that you can […]

InvestmentNews – “Demand for ESG investing is knocking at your door … or should be”

Season’s Greetings, Catching the attention of financial media recently is our partner, Cameron Barsness, who has been featured in panels in NYC and San Francisco at the forefront of two prevailing investment subjects:  investing with the Environmental, Social & Governance (“ESG”) lens and women’s leadership in the financial counseling industry. “The Fruits of ESG,” a […]

Morningstar Magazine – “The Fruits of ESG”

KBBS partner Cameron Barsness recently spoke with Tom Lauricella, writing for Morningstar Magazine, about KBBS’ proactive approach to discussing environmental, social and governance (ESG) investing with clients. “Barsness says that when the clients are a couple, the questionnaire is especially valuable because often one partner is more vocal than the other and will lead the […]