Featured Articles

Women of Color-The Investment of this Century by Catherine Berman-CNote

Women of Color–The Investment of this Century

Many of us realize that racial equity requires much more than intentional conversations and thoughtful grants. Though these are important efforts, there is a growing imperative to address the disparities experienced by people of color, and especially women in the US, with action and systems change. A place to start is by providing equitable access to the resources women of color need to create economic opportunity for themselves and their communities.

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On the Road to Gender and Racial Equity in Finance

Like it or not, in our position as Financial Advisors, we become gatekeepers. At my gate, I give preference to investments that demonstrate not only financial health, but also a deep commitment to socially and environmentally responsible practices that intentionally include working to build equity across gender, race, and class through their work as well as increasing representation and equity across management, staff, supply chains, and service providers.

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How Has Money Influenced My Life by Robert Rubinstein-TBLI Group

How Has Money Influenced My Life

As I approach 70, next year, perhaps being more focused on money, might have made things easier over the years, but I have no regrets. I love what I do and love helping others and mobilizing capital to create an economy based upon well-being. If you are doing something that gives you energy, you are in the right place. If you are doing work that costs you energy, you are in the wrong place. I am where I belong.

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Facing Our Relationship with Money Can Change Us by Maggie Kulyk-Chicory Wealth

Facing Our Relationship with Money Can Change Us

I have been working with people and their finances for almost twenty years now, and one thing I know for certain: Each person’s relationship with money is unique and powerful, whether they choose to recognize it or not. I have also noticed that those who are willing to accept and work with the realities of their relationship with money generally lead happier and more balanced lives. My experience is no exception.

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Making Money Count by Rachel McDonough-Make Your Money Count

­­Making Money Count

All of the chapters in my money story could be summed up with three words: make it count… For me, true financial success comes when we thoughtfully combine money with meaning and (for those who are so inclined) faith. Wealth is best managed according to a purpose higher than self, a principle I saw lived out in my family. The essence of my money story focuses on faith more than finances.

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My Relationship to Money by Frank Coleman

My Relationship to Money

After retiring from a 33-year career in the investment business, I have a pension, a home and savings. And yet, when I was asked to write about my relationship with money, I had to pause and think hard about that relationship. It may appear that I received a great grounding in financial matters and that the journey was easy, but it was chaotic and I spent a good deal of time looking in the rearview mirror.

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My Journey on the Road Less Traveled by Elizabeth di Bonaventura-Domini Inestments

My Journey on the Road Less Traveled

As a millennial myself, I find my generation faced with the challenge of tackling humankind’s greatest crisis: climate change. Growing up under the specter of a rapidly warming planet, we’ve had to decide that the cost of chasing unlimited profit may not be worth the payoff and the corresponding destructive social or environmental consequences. The lens of investing has broadened so that positive social and environmental outcomes can be coupled with lucrative returns.

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Tech-Savy Millennial Investors Positioned to Thrive in Roaring 2020s-by David Weinstein-DANA Investments

Tech Savvy Millennial Investors Positioned to Thrive in the “Roaring 2020s”

What a time to be a millennial investor. A chaotic 2020 offered both investment pitfalls and opportunities. 2021 should trend toward a more “normal” environment, but disruptive companies, elevated volatility and information everywhere will continue to define the investment landscape. These 3 themes have millennials positioned to thrive. So my advice is to trust your gut, stay flexible and maintain a sense of optimism about the future.

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When it Comes to Divergent Generational Perspecitves-Can Compromise Drive Profits? by Tami Kesselman-LOHAS Advisors

When it Comes to Divergent Generational Perspectives, Can Compromise Drive Profits?

Whether you are a family member in endless contentious investment committee meetings or a wealth manager attempting to align disparate client priorities, differing intergenerational perspectives frequently create challenges. Oftentimes the gap between prioritizing achieving better financial returns versus prioritizing greater social or environmental impact seems insurmountable. Here is how to integrate the two perspectives.

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SRI and ESG Investors Advocacy-US SIF Foundation

SRI and ESG Investors Advocacy

According to the Trends Report, from 2018 through mid-2020, 149 institutional investors and 56 investment managers collectively controlling nearly $2.0 trillion in assets filed or co-filed shareholder resolutions on ESG issues like corporate political activity, fair labor and equal employment, climate change, and other issues. Many investors also reported that they engaged in dialogue with companies on ESG issues.

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Women of Color-The Investment of this Century by Catherine Berman-CNote

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