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Sustainable, Responsible, Impact Investing Conference

Sustainable, Responsible, Impact Investing Conference

by AIO | Sep 6, 2023 | Community Investing, Podcast, Socially Responsible Investing, Types Of Investments

See our video here about the SRI conference. Sustainable, Responsible, Impact Investing Conference I attended the 28th annual Sustainable, Responsible, Impact Investing Conference. There were about 800 participants. It was great to see how large the...
Investing to Address Climate Change

Investing to Address Climate Change

by AIO | Aug 11, 2023 | Podcast, Shareholder Advocacy, Socially Responsible Investing, Types Of Investments

In this blog/podcast/video I will discuss how Climate Change can be addressed through Socially Responsible Investing (SRI).  This includes but isn’t limited to fossil fuel divesting and shareholder advocacy. See our video here. What is SRI? SRI is a way to...
Socially Responsible 401k

Socially Responsible 401k

by AIO | Aug 8, 2023 | Alternative Investments, Socially Responsible Investing, Types Of Investments

In this podcast and video, I interview Rob Thomas of SocialK about his firm and how they work to create employer sponsored investment plans that have many Environmental, Social, Governance screened (ESG) investment options. Retirement funds are...
Stock Trading Strategies – Real or Hype

Stock Trading Strategies – Real or Hype

by AIO | Sep 11, 2019 | Investing, Podcast, Types Of Investments

In this podcast I will answer the question: How can I make more money in the stock market? I spoke with a fellow financial planner at a recent professional meeting who used to be a day trader.  He told me that he would have stretches of good success and then...

Long/Short Investing Strategy

by AIO | Sep 11, 2019 | Alternative Investments, Investing, Types Of Investments

When investing, broad diversification can reduce your risk.  Many investors limit themselves to bond funds and stock funds.  In many 401k, and other employer sponsored plans, bond and stock funds are the only option. The stock market is at all time highs and...
Alternative Investments gold, real estate

Alternative Investments gold, real estate

by AIO | Sep 7, 2019 | Investing, Podcast, Types Of Investments

In this podcast I will answer the question: Is there anything else I should be investing in besides stocks and bond What else besides stocks and bonds should I be investing in?  In this blog I will be discussing investing in alternative investments – gold...
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