Our Blog
The Role of a Fiduciary Financial Advisor: Your Guide to Trustworthy Wealth Management
The Role of a Fiduciary Financial Advisor: Your Guide to Trustworthy Wealth Management
The Benefits of Working with a Fee-Only Fiduciary Financial Planner
The Benefits of Working with a Fee-Only Fiduciary Financial Planner
Why Hiring a Fee-Only Financial Planner is the Smart Choice for Your Future
Why Hiring a Fee-Only Financial Planner is the Smart Choice for Your Future
Retirement Planning Tool
Retirement Planning Tool
Shareholder Advocacy 2024
Shareholder Advocacy in 2024: Steering Companies Towards a Better Future In 2024, advocates have been active, presenting over 527 resolutions that touch on environmental, social, and governance (ESG) issues for the proxy season. This shows a slight decrease from the...
Cash Management Tool
Cash Management Tool
Budget percentages and averages
Take Charge of Your Finances with Our New Budgeting App
Future of Green Energy Investing
Future of Green Energy Investing
AffirmativESG: Tailoring Portfolios for Impactful Sustainable Investing
Unlock the potential of your investments with AffirmativESG, your gateway to custom ESG investing. This innovative tool by First Affirmative allows investors to shape portfolios that not only meet financial objectives but also mirror personal and ethical convictions. With options ranging from excluding fossil fuels to prioritizing renewable energy, AffirmativESG offers a new dimension of personalized investment strategy, empowering you to invest according to your values without compromising on performance. Discover how AffirmativESG can transform your approach to investment and help you make a meaningful impact on the world.
As You Sow – Shareholder Advocacy
In this insightful interview with Andy Behar, CEO of As You Sow, explore the impactful journey of shareholder advocacy and environmental sustainability that has marked his illustrious 30-year career. From his early days in cleantech to leading As You Sow towards global corporate accountability, Behar’s dedication shines a light on the power of informed, engaged shareholders. Discover more about As You Sow’s initiatives and Behar’s influential book, “The Shareholders Action Guide,” in our exclusive podcast and video.
Green Century – ESG Impact Investing
Join us in an engaging discussion with Jared Fernandez, a shareholder advocate at Green Century Mutual Funds, where he shares his extensive experience in promoting sustainable agriculture and effective shareholder advocacy. Learn about Green Century’s unique approach combining fossil fuel-free investing and environmental support through their mutual funds. This interview explores the significant impact of environmental, social, and governance (ESG) factors on mutual fund performance and highlights Fernandez’s efforts in pivotal areas such as tropical forest preservation and sustainable agriculture. Discover the transformative power of shareholder advocacy in pushing for corporate responsibility and environmental sustainability in our full video interview.
YourStake.org
Dive into the innovative world of YourStake, where impact investing meets actionable insights and shareholder power. In this detailed exploration, we unveil how YourStake offers financial advisors tools like portfolio impact reporting to gauge and communicate the real-world effects of investments across crucial areas like gender equality and carbon emissions. Additionally, learn about the YourStake petition platform that empowers smaller investors to enact significant changes in big companies, from addressing climate denial funding to promoting gender pay equity. Discover how YourStake is shaping the future of responsible investing and how you can leverage your investments for greater corporate accountability.
Green America – Corporate Engagement
Engage with the visionary efforts of Todd Larsen, Executive Co-Director of Green America, as he outlines the transformative initiatives aimed at fostering a green economy. In this interview, Larsen discusses his role in steering Green America’s engagement with corporations and the public to promote environmental and social justice. Learn about their strategies in areas such as climate action, fair trade, and socially responsible investing, and how these efforts impact both people and the planet. Discover the significant changes they’ve influenced, including their successful campaign with Apple to improve chemical safety. Join us to gain insights into how Green America is shaping a more sustainable world.