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Impact Investing (SRI)

Impact Investing (SRI)

by Bill Holliday | Community investing, impact investing, Podcast, shareholder advocacy, socially responsible investing, SRI

  1 What is 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. SRI...
4% Rule

4% Rule

by Bill Holliday | financial advisors, financial planning, impact investing, retirement planning

Subscribe: RSS It’s helpful to know how much money you need to retire or how much income the money you have will provide in income. The 4% rule it’s an approximation to help with both questions. It states that: If you withdraw 4% of your initial retirement savings per...
Plant-based & Climate Vegan ETF EATV

Plant-based & Climate Vegan ETF EATV

by Bill Holliday | climate change, impact investing, Podcast, socially responsible investing, SRI

https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2022/02/VegTech-EATV-Podcast.mp3Subscribe: RSS In this episode, I have an interview with Elysabeth Alfano – the CEO/CMO of VegTech™ Invest and the Founder of Plant Powered...
Sustainable Responsible Impact Investing

Sustainable Responsible Impact Investing

by Bill Holliday | Community investing, impact investing, investing, Podcast, shareholder advocacy, socially responsible investing

https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2021/09/SRI-podcast-audio-9-27.mp3Subscribe: RSS In this episode, I discuss Sustainable, Responsible, Impact Investing AIO Financial (fee only financial planners) specializes in Socially...
Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

by Bill Holliday | impact investing, Podcast, socially responsible investing

https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2021/02/CSRIC-Podcast-2.mp3Subscribe: Apple Podcasts | RSS In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning,...
US SIF Sustainable Investing Trends Report

US SIF Sustainable Investing Trends Report

by Bill Holliday | impact investing, Podcast, shareholder advocacy, socially responsible investing

https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2020/12/USSIF-Treands-Podcast.mp3Subscribe: Apple Podcasts | RSS In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report....
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