US SIF Sustainable Investing Trends Report

by Impact Financial Planners | Dec 25, 2020 | Impact Investing, Podcast, Shareholder Advocacy, Socially Responsible Investing

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Unitarian Universalist Common Endowment Fund – Impact Investing

by Impact Financial Planners | Aug 26, 2020 | Impact Investing, Podcast, Screening, Shareholder Advocacy, Socially Responsible Investing

Subscribe: Apple Podcasts | Android | RSS Tim Brennan served as Treasurer and Chief Financial Officer of the Unitarian Universalist Association – he has been part of the UUA’s Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee,...

YourStake.org Shareholder Advocacy

by Impact Financial Planners | Apr 21, 2020 | Podcast, Shareholder Advocacy, Socially Responsible Investing

https://media.blubrry.com/financialplanner/p/impactfinancialplanners.com/wp-content/uploads/2020/04/yourstake-audio.mp3Podcast: Play in new window | DownloadSubscribe: Android | RSS   There are two components of YourStake: portfolio impact reporting and a petition...

Make a positive impact with your investments

by Impact Financial Planners | May 23, 2019 | Impact Investing, Podcast, Shareholder Advocacy, Socially Responsible Investing

https://impactfinancialplanners.com/wp-content/uploads/2019/05/First-Affirmative-Podcast.mp3Podcast: Play in new window | Download Holly Testa – Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video, I interview Holly...

As You Sow – Shareholder Advocacy

by Impact Financial Planners | May 22, 2019 | Community Investing, Podcast, Shareholder Advocacy

https://impactfinancialplanners.com/wp-content/uploads/2019/05/As-You-Sow-Shareholder-Advocacy-Podcast.mp3Podcast: Play in new window | Download This interview podcast and video is with the As You Sow CEO Andy Behar. Andy has 30 years of experience as a Senior...

The Stock Market Explained

by Impact Financial Planners | Sep 24, 2018 | Shareholder Advocacy, Socially Responsible Investing

I just watched an episode in the Netflix series Explained about the stock market (season 1, episode 7). It is a great argument for investing in ESG (Environmental, Social, Governance) Investments (also known as Impact Investing Funds or Socially Responsible Investing...