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... 
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... 
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... 
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... 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... 
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...