February 2018 – Millennials & Money

Top 10 Sustainability Trends for 2018 from The Centre for Sustainability and Excellence

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>> Back to February 2018 Issue Over the past decade, the term sustainability has caught on in the boardroom, courtroom and living room. While the concept has reached the mainstream, opportunities abound for implementation. Ten trends to watch for and prepare in 2018: 1) Role of technology – Between smart grids, smart supply chains and […]

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Pat Miguel Tomaino of Zevin AM Named to Bloomberg’s Ones to Watch List

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>> Back to February 2018 Issue We are pleased to announce that Pat Miguel Tomaino, Associate Director of Socially Responsible Investing at Zevin Asset Management LLC, has been honored in Bloomberg Businessweek’s inaugural Bloomberg 50 issue. The issue highlights 50 figures who have changed global business in 2017. Mr. Tomaino is featured as one of

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Eleven Online Platforms where you can make Socially Responsible Investments

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>> Back to February 2018 Issue A quick guide to the minimums, fees, investment types and impact of leading online advisors for retail investors. As the socially responsible, ESG (environmental, social and governance), and impact investing[1] movements have gained steam, so has the number of companies offering products aligned with investors’ values Providing low-cost, low-effort

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The 2018 Forbes 30 Under 30 List includes Twenty Industries

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>> Back to February 2018 Issue What never grows old? The burning desire of youth to reinvent the world. That ambition and impatience is on full display in Forbes 2018 edition of the Forbes 30 Under 30, our annual encyclopedia of creative disruption featuring 600 young stars in 20 different industries. Selecting these youthful visionaries

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Millennials are Leading the Charge to Social Impact Investments

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>> Back to February 2018 Issue From UBS Intellectual Capital (Dec 2017) Technological advancements are not only enabling increased automation and connection across many businesses, potentially transforming business models, but also enabling greater awareness of global economic and social issues. These global problems are making people of all age groups increasingly keen to find innovative

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Amalgamated Bank Agrees to Acquire New Resource Bank

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>> Back to February 2018 Issue Amalgamated Bank (“Amalgamated”) and New Resource Bancorp, the parent company of New Resource Bank (OTC: NRBC; together, “New Resource”) announced in mid-December 2017 the signing of a definitive merger agreement by which Amalgamated will acquire New Resource for a total consideration of approximately $58.5 million, in a 100% stock

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AIM2Flourish: Business Education Meets Business for Good

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A new generation of business students is becoming aware of the opportunity to do good and still be profitable in their current and future careers. Overwhelmingly, Millennials say that they are looking for careers that provide good work-life balance and give them a sense of purpose over simply making money. Here are two examples of companies profiled on AIM2Flourish.com, run by Millennials who are out to change the world with their drive, passion, and dedication to be a force for good. Both companies were awarded an inaugural Flourish Prize in 2017.

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Millennials & Money: We’re Not as Different as You Think

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The financial services industry is a bit obsessed with trying to understand the next generation of investors – the notorious millennials. And for good reason – millennials represent the largest generation in history with a spending power of over $1.5 trillion. Many millennials are well into their wealth accumulation phase and have already begun to inherit $30 trillion in the largest wealth transfer ever. As a millennial working in SRI, I believe, that for everyone, money is inherently personal, complicated and ultimately a vehicle to attain the goal of living a rewarding life.

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Investing in Our Nation’s Future: No One Left Behind

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Walter Cronkite was the legendary CBS News anchorman known as “The most trusted man in America.” In 2003, I had the chance to go sailing with Mr. Cronkite, we talked constantly while tacking our way through the waters off the British Virgin Islands and while visiting his friend, Remar Sutton, who I worked for. Having the opportunity to talk for hours on end with such an iconic figure was life changing for me. From those wind-swept discussions the FoolProof Foundation was born. The big question we needed to answer was: is financial education, as it exists, working?

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Providing Millennials with the Financial Planning They Need

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There are two opinions about millennials floating around society. The first is that our generation is lazy, and we feel \”entitled.\” The second is that we are going to change the world because we don\’t settle for following in the set paths that have been established before us. As a millennial that has had to work hard on all levels, including being a 4x Olympian and an entrepreneur in financial planning, I agree with the second opinion. Millennials are different than previous generations, but that\’s how we are going to set ourselves apart.

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