Our Blog
Alternative Investments – Moving Differently
Explore the emerging landscape of alternative investments within the realm of Socially Responsible Investing (SRI). This comprehensive overview introduces four pioneering SRI alternatives that cater to accredited investors seeking to diversify their portfolios while adhering to ethical investment practices. Learn about GreenBacker Renewable Energy Company, which focuses on sustainable energy projects; TriLinc Global, which provides growth capital in emerging markets; SQN Capital, which invests in essential business equipment; and Iroquois Valley Farms, a leader in organic agriculture investments. These alternatives not only offer potential financial returns but also contribute positively to social and environmental objectives. Discover how these investments work, their benefits, risks, and how they align with the goals of socially conscious investing.
Invest in Increasing Dividend Paying Stocks
In this podcast I will answer the question: does investing in stocks that have increasing dividends provide a portfolio that outperforms the broad market? I hardly ever comment on other blogs or podcasts, but recently I heard a popular internet marketer suggesting a...
Clean USA Power – Solar Real Estate Investing
Solar Real Estate Investing This blog / podcast / video are an interview with John Copyak, the owner and founder of Clean USA Power. See our video here. John saw the need to transition from fossil fuels to renewables and Has successfully negotiated more than 400...
Shareholder Advocacy with First Affirmative
Holly Testa – Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video (see video here), I interview Holly Testa, AIF, the Director of Shareowner Engagement for First Affirmative Financial Network. First...
Todd Tresidder – merits of Socially Responsible Investing
The SRI ESG Podcast: Challenging Conventions on Social Investing Welcome to a new era of socially responsible investing (SRI) insights, with episode number 31 of The SRI ESG Podcast brought to you by AIO Financial, your premier fee-only financial planning firm for SRI...
Socially Responsible Investing Guide
In this podcast I will answer the question: What is Socially Responsible Investing and how can I participate? Podcast #13 can be found below. You can also see our video (Video) Socially Responsible Investing (SRI), also known as sustainable, socially...
Examples of Shareholder Activism
Shareholder Activism: A Vital Tool for Positive Change In the world of socially responsible investing (SRI), shareholder activism stands tall as a potent strategy for creating meaningful impact. By wielding their rights as shareholders, individuals and organizations...
Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC
https://youtu.be/oVoNCAE6VH0 In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning, Developer of the CSRIC designation, and ESG subject matter expert. You can see our video...
Sustainable Responsible Impact Investing
Unlocking the Power of Sustainable, Responsible, Impact Investing (SRI) Welcome to AIO Financial's exploration of the world of Sustainable, Responsible, Impact Investing (SRI). In this episode, we delve into the fascinating realm of investing in alignment with your...
Impact Investing (SRI)
Sustainable, Responsible, Impact Investments (SRI) provide you with the chance to vote with your investments and influence our world. SRI is a rapidly growing area of investment.
It is outpacing the overall rate of general investment growth.
Morningstar Sustainability Rating for Funds
Navigating the Sustainable Investing Landscape: A Conversation with Morningstar's David Harrell Welcome to another insightful episode of the Values Investors podcast with Bill Holiday. In Episode 35, proudly brought to you by AIO Financial, a trusted name in fee-only...
Green Alpha Advisors – Garvin Jabusch
Green Alpha – Investing for the Next Economy This blog / podcast / video are an interview with Garvin Jabusch from Green Alpha asset managers. See our Video Here. Garvin is the Chief Investment Officer for Green Alpha Advisors, where he leads investment research;...