#42 Socially Responsible Investment Performance vs Traditional Investments

Socially Responsible Investment performanceThis is a question we often receive: I want my investments to help move companies in a positive direction but I don’t want to sacrifice performance.  How does the performance of Socially Responsible Investments (SRI) compare with traditional index investments?

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#41 Is Climate Change Man-made? What can we do?

Global Warming climate change

In this podcast we interview Joe Holliday, a professor of earth science at El Camino College in Los Angeles, California where he regularly speaks about climate change a topic he is pasionate about.

We discuss the evidence that shows: climate change is occurring, people are contributing to it, the impacts of climate change and what we can do about it.

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#40.5 AIO Financial – Solidarity, No Hate

aio financial planners no hateMany groups in the U.S., including Mexicans, African Americans, Muslims, LGBT, immigrants and women, are feeling scared and uneasy.

By fastening a safety pin to their clothing, people are declaring themselves allies to groups who have been maligned by Trump, to show that they stand in solidarity with anyone who might be afraid.

AIO Financial

 

#40 Financial Winners and Losers Under Trump Presidency

Impact investing podcast Trump stocks taxes

Happy 2017.  I’m back after a break from blogging and social media – since the Trump election.  I was extremely disappointed with the results of the election and how Trump won. The entire election process is disturbing.

I spent some time thinking about how I can make an impact and I will continue to explore options and take the steps I can.  Right now, I will focus on Socially Responsible Investing – community investing and shareholder advocacy.

Any change of president, especially with changing political parties, brings with it some industries will do better and those that will not do as well as they previously had.  In addition, with Republicans in control of the White House and both houses of Congress, there will most likely be major tax reform in 2017.

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#39 Financial Scams Targeting Seniors

financial scams targeted at seniors

This blog is about financial scams that target seniors, but let me start with a few facts about this large and growing population.

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#38 The Cost of Raising Kids

cost of raising kids financial planning

The Cost of Raising Kids – what to expect

The amount you spend will vary based on several factors including:

  • where you live,
  • will you send them to private or public school,
  • do they need daycare,
  • what schooling is available and what kind are you comfortable sending them to

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#37 Joe Saul-Sehy interviewing Bill Holliday

Joe Saul-Sehy money tree podcastThis episode is an interview of the SRIESG podcast host, Bill Holliday, by Joe Saul-Sehy.

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#35 David Harrell – Morningstar ESG Rating

David Harrel morningstar ESG statisticIn this episode, we interview David Harrell of Morningstar about their new Sustainability rating.

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#32 Leisa Peterson – WealthClinic

Leisa Peterson wealth clinic business coachIn 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.

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#31 Todd Tresidder – merits of Socially Responsible Investing

Todd Tresidder merits of Socially Responsible Investing

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.

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#30 Lynn Patterson, ProMujer

ProMujer, Lynne Patterson, microcredit, women

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.

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#29 Mohammed Iqbal, MBU Capital Social Fund

MBU Capital

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.

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