AIO Financial has updated their four ebooks. They are all free: 

  • Investing (the basics of how to invest) 
  • Sustainable, Responsible, Impact Investing (how to make an impact with your investments).
  • Expat Financial Planners (financial planning for Americans living abroad).
  • Inversiones (Investing eBook in Spanish).

AIO Financial is a fee only, independent, comprehensive financial planning firm. AIO Financial, LLC is registered with the SEC. They have five divisions with different specialties.  There is overlap between the specialties. For example, AIO Financial has expat clients who are very interested in impact investing. However, each division has its own webpage and social media channels which primarily focus on their individual specialty: 

  • AIO Financial Planners (comprehensive financial planning). 
  • Impact Financial Planners (sustainable, responsible, impact investing – investing in line with your values).
  • Expat Planners (financial planning for American living outside the US).
  • AMA Financial Advisors (financial planning for the specific needs of Athletes, Musicians, Actors).
  • Tus Financieros (financial planning for Spanish speakers in the US and abroad).

The following is a list of the chapters and sections in the Investing eBook. In this free eBook, you will learn about different types of investments, how to create a diversified portfolio, and the mechanics of getting started. You can download this eBook: here

3.0 Investing Overview 

4.0 Exchange Traded Funds 

5.0 Mutual Funds 

6.0 Individual Stocks 

7.0 Individual Bonds 

8.0 Alternative Mutual Funds 

8.1 Long/Short Funds 

8.2 Multi-Strategy Alternative Funds 

9.0 Structured Products 

9.1 Market Linked 

9.2 Buffered Notes 

9.3 Enhanced Return CDs 

10.0 Illiquid Alternative Investments 

        10.1 Energy 

        10.2 Real Estate 

        10.3 Other 

11.0 Options Trading 

12.0 Steps to Investing 

        12.1 Liquidity Needs 

        12.2 Risk Tolerance 

        12.3 Diversification 

13.0 Evaluating Investments 

        13.1 No Load Funds 

        13.2 Expense Ratio 

        13.3 Performance and Ratings 

14.0 Example Portfolio 

15.0 Investing Mechanics 

        15.1 Where to Invest 

        15.2 Consideration if Looking for an Advisor 

        15.3 Account Maintenance – Rebalancing 

16.0 Resources 

 The following are the chapters in the Sustainable, Responsible, Impact Investing eBook. This eBook teaches you the different ways to make a positive impact in our world through your investments. It presents the basics of screening, shareholder advocacy and community investing. It gives real investment options so that you can get started.  You can download this free eBook: here. 

3.0 What is Socially Responsible Investing (SRI) 

4.0 Growth of SRI 

        4.1 Degrees of SRI 

        4.2 Motivation for SRI 

        4.2.1  Avoiding Undesirable Companies 

        4.2.2  Political Tool 

        4.2.3  Specific Issues 

5.0 Three Major Components of SRI 

6.0 Screening 

7.0 Shareholder Advocacy 

        7.1 Shareholder Advocacy Involvement by Fund 

        7.2 Major Initiatives 

8.0 Community Investments 

        8.1 Community Development Financial Institution (CDFI) Structures 

        8.2 Community Investment Returns 

        8.3 Green & SRI Bonds 

        8.4 Alternative Investments 

9.0 Evaluating Investment 

        9.1 No Load and I Class Funds 

        9.2 Mutual Fund vs ETF 

        9.3 Expense Ratio 

        9.4 Performance and Ratings 

10.0 Steps to SRI 

10.1 Liquidity Needs 

10.2 Risk Tolerance 

10.3 Diversification 

10.4 SRI Questionnaire 

11.0 Examples of Mutual Fund-ETF Investments and Performance 

        11.1 US Large Cap Growth 

        11.2 US Large Cap Value 

        11.3 US Large Cap Blend 

        11.4 US Mid Cap 

        11.5 US Small Cap 

        11.6 Developed Foreign 

        11.7 Diversified Emerging Markets 

        11.8 Bond Funds 

        11.9 Alternative Energy 

        11.10 Religious Funds 

        11.11 Other 

12.0 Illiquid Alternative Investments 

        12.1 Energy 

        12.2 Real Estate 

        12.3 Other 

13.0 Separately Managed Accounts 

14.0 Example Portfolios 

15.0 Investing Mechanics 

        15.1 Where to Invest 

        15.2 Consideration if Looking for an Advisor 

        15.3 Account Maintenance – Rebalancing 

16.0 Resources 

17.0 SRI Fund List 

You can download any or all of our free eBooks at the following websites: 

Investment ebook: 

Sustainable, Responsible, Impact Investing ebook IFP: 

Expat ebook:   

Tus  Financieros:

Please contact us if you have any comments, questions or suggestions.  

Thank you