Aiofinancial logo
  • AIO Financial
  • Services
    • Investment Management
    • Retirement Planning
    • Tax Planning
    • Insurance Analysis
    • Estate Planning
  • Fees
  • Blog
  • About
    • FAQ
    • Testimonial
    • Impact Investing
    • Expat Financial Planning
    • Bilingual Advisory Services
  • Resources
    • SRI eBook
    • Expat eBook
  • Contact
    • Schedule
    • Bill Holliday
    • Alex Sánchez
    • Larissa Chaira

Free Consultation



Info@aiofinancial.com



888-939-1733

Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience

Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience

by AIO | Apr 28, 2026 | Climate Change, Community Investing, Environmental Social Governance, Fee-only advisors, Impact Investing, Podcast, Shareholder Advocacy, Socially Responsible Investing

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2026/04/SRI-Proxy-Preview-Podcast.mp3Podcast: Play in new window | Download Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience *A deeper look at the key themes and...

Climate Change Investment Portfolio

by AIO | May 6, 2024 | Climate Change, Environmental Social Governance, Impact Investing, Podcast

Climate Change and Your Investment Portfolio: Mitigating Risk through Sustainable Investing Introduction The world is facing a climate crisis of unprecedented proportions. The effects of climate change are becoming increasingly apparent, from more frequent and severe...
Shareholder Advocacy 2024

Shareholder Advocacy 2024

by AIO | Mar 25, 2024 | Climate Change, Environmental Social Governance, Podcast, Shareholder Advocacy, Socially Responsible Investing

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...
Future of Green Energy Investing

Future of Green Energy Investing

by AIO | Sep 19, 2023 | Podcast, Climate Change, Impact Inveting, Socially Responsible Investing, SRI

Investing in green energy involves investing in companies that generate energy from renewable sources. These sources include solar, wind, hydropower, biomass, geothermal, and marine energy. Investing in green energy can support the development of clean and sustainable...
Plant-based & Climate Vegan ETF EATV

Plant-based & Climate Vegan ETF EATV

by AIO | Apr 5, 2023 | Climate Change, Impact Inveting, Podcast, Socially Responsible Investing, SRI

Revolutionizing Investing for Climate and Impact: The VegTech™ Plant-Based Innovation & Climate ETF Introduction: In this engaging podcast episode, Bill Holiday sits down for an enlightening interview with Elysabeth Alfano, the CEO/CMO of VegTech™ Invest and the...
Giving Green – Recommendations to Effectively Fight Climate Change

Giving Green – Recommendations to Effectively Fight Climate Change

by AIO | Jan 8, 2023 | Climate Change, Impact Inveting, Podcast

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/10/Giving-Green-podcast-.mp3Podcast: Play in new window | Download Dan Stein is the Chief Economist at IDinsight. As Chief Economist, Dan is responsible for setting and maintaining...
« Older Entries

Partner with us to pursue your financial goals.

Invest in a sustainable future.

Connect with us today!

Schedule a free meeting


www.aiofinancial.com



info@aiofinancial.com



Tucson, AZ (520) 979-2213



Las Vegas, NV (702) 848-3033



Boulder, CO (720) 779-0275



Rochester, NY (888) 939-1733



Los Angeles, CA (424) 358-5410



Seattle, WA (425) 528-0877

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Expat Financial Planning

Investment Management

Wealth Management

Retirement Planning

Tax Planning

Estate Planning

Effective Altruism

Insurance Analysis

Impact Investing

FAQ

Los Angeles

Tucson

Bilingual Advisors

Las Vegas

Boulder

Seattle

Rochester

Resources

  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2026 AIO Financial. All Rights Reserved.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AIO Financial, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by AIO Financial, LLC, a Registered Investment Advisor with the SEC.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where legally permitted. All written

content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.