The Forthcoming $30 Trillion Wealth Transfer to Women
Article
by Theresa Gusman, Chief Investment Officer of First Affirmative Financial Network
An enormous transfer of wealth is underway in America that presents an historic opportunity for the financial services industry and specifically for women advisors and customized ESG investing. Female advisors – though they are outnumbered by their male counterparts by more than four to one – are better positioned to guide the clients on the receiving end of this transfer.
by Jane Carten, President and Director, Saturna Capital and Portfolio Manager of the Saturna Sustainable Equity Fund
When I walk into a room and see a crowd full of white men over the age of 40, I know I’m in the right place. Lack of diversity in the asset management industry is a fact that is palpable.
by Ebony Perkins, Investor and Community Relations Manager at Self-Help Credit Union
Can women really have it all?
Women have made much progress in the last century. They gained the right to vote, currently earn a higher percentage of college degrees than male counterparts, and represent more than half of the American workforce. Despite their strides, women have been disproportionately impacted by the pandemic’s economic effects, and their progress is in jeopardy.
by Francis G. Coleman, CBIS (recently retired after 32 years)
A Pew Research study revealed that social media is king when it comes to the news. In the US, 72 percent of millennials read the news via their Facebook, Twitter feed, and other social networking sites. Only 21 percent of people aged 50+ do the same. The older generation predominantly consumes news via their television.
by Nick Cherney CFA, Senior Vice President, Janus Henderson
As Americans become more aware of the environmental and health benefits of organics, we are presented with an opportunity to align our investments with our lifestyle choices – by investing in the companies and agricultural operations that are driving organic innovation and bringing natural products to the marketplace.
Sales of Natural and Organic Products Outpace Conventional Food and Beverage as Consumers Get the Message About the Relationship Between Diet and Health
Article
by Steven Hoffman, Managing Director, Compass Natural
Consumer demand for healthier products continues to grow. With concerns ranging from the cost of healthcare to the effects of food and agriculture on climate change, consumers of all ages are opting for natural, organic and functional foods and beverages, nutritional supplements, natural medicines and other eco-friendly products from mission-based companies that share their values and address their concerns.
