In this episode I discuss what I learned from a recent conference for fee only financial planners. Many economists and fund managers spoke about their expectations for the markets. I heard many good arguments for diversification in an investment portfolio beyond stock and bond funds.
In this episode, we interview Lisa Peterson of Wealth Clinic (www.wealthclinic.com). Leisa is a business strategist and money coach who works with people to gain clarity, peace of mind and confidence so you can get out of the rut that keeps you stuck in place. So you can design your business and life the way you want them to be.
In this episode, we interview Todd Tresidder of Financial Mentor. Todd speaks to me about the ineffectiveness of screening alone as a socially responsible investing strategy.
In this episode, we interview Lynne Patterson of ProMujer. ProMujer is a women’s development organization, serving more than a quarter of a million poor women in Latin America. They provide financial services, life-saving preventative healthcare, education and business training.
In this episode, we interview Mohammed Iqbal of MBU Capital. Their social bond helps investments in real estate outside of London in the UK in: community regeneration, affordable housing, care homes, student accommodations, and serviced offices.
The social bond is a 3 year investment that pays 7%/yr (paying every 6 months), plus 5% of the profit above that, plus 5% of the profit to a charity that you choose.
In this episode, we interview David Miller, the founder and CEO of Iroquios Valley Farms. They allow investors the opportunity to invest in local and organic farms. These are long term investment commitments (7-10 years). The minimum investment is about $25,000. Investors must be accredited.
Shareholder activism an important tool in making positive changes. It is one of the three strategies used in socially responsible investing (SRI). It involves using your rights as a shareholder to make changes. You can address environmental, social and corporate governance (ESG) issues.
In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds.
In this episode I speak with Mark Harera of RSF social fund. RSF offers investing, lending, and opportunities to organizations that improve society and the environment. Their general social fund pays 0.7% annually.
What is Probate?
The court process for transferring property that do not have designated beneficiaries.
What assets are subject to Probate?
All assets that are in the decedent’s name (without a designated beneficiary) at the time of death.
In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment operations) at Calvert Investments. Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies. They have come out with some lower expense ratio index SRI funds.
Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading provider of ESG data, to calculate the rating. All funds with at least 50% of their assets in firms that have been rated by Sustainalytics will receive a rating.
In this episode, I speak with Keith Pettus with SQN Advisors. SQN offers an alternative investment, a limited partnership. They will raise $50 million dollars and will close the fund and open a new one. The fund is expected to run 5-7 years and the minimum investment is $25k. This fund invests in business necessary income producing equipment. They rent the equipment then effectively sell it. The fund pays 8% per year.