by AIO | Apr 17, 2024 | Fee-only advisors, Financial Planning, Podcast, Spending
Empower Your Financial Future with the AIO Financial Retirement Planner App Welcome to a new era in retirement planning! At AIO Financial, a fee-only financial advisory firm, we are excited to unveil our groundbreaking Retirement Planner App. Designed to simplify your... 
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... 
by AIO | Jan 1, 2024 | Fee-only advisors, Financial Planning, Podcast, Spending
Take Charge of Your Finances with Our New Budgeting App Welcome to the world of simple budgeting! Gone are the days when managing your finances was a complex, tedious task. Our new app, designed for everyone from budgeting rookies to pros, transforms the way you... 
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... 
by AIO | Sep 11, 2023 | Podcast, Socially Responsible Investing
Introduction to a New Era of Investing with AffirmativESG In a world increasingly attuned to the impacts of corporate actions on the environment and society, the demand for investments that reflect personal values and ethical considerations is soaring. Environmental,... 
by AIO | Sep 10, 2023 | Podcast, Impact Inveting, Shareholder Advocacy, Socially Responsible Investing
I’m excited to have my interview podcast and video with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a...