Wealth Management

Gender Lens Is Emerging as a Fundamental ESG Screen

Article

By Jennifer Coombs, College for Financial Planning and the Chartered SRI Counselor designation program

Sustainable Investing: Good News for 2022 and Beyond

Article

by Carole Liable, CEO of Domini Impact Investments

For women-led and impact leading Domini Impact Investments, sustainable investing isn’t a trend; it’s a tradition. CEO Carole Laible explains what’s ahead for sustainable investing in 2022—and why women are the ones that will continue to power its momentum.

Innovative Financial Options for Impact Investment Funds Targeting Community Challenges

Blog

by Rick Davis of LOHAS Capital 

Financial fundraising for traditional investment funds is trying under the best of circumstances. The degree of difficulty for social and environmental impact funds seeking investment during uncertain times can be far higher. Nonetheless, there are innovative, albeit less traveled, paths to investment that may be well suited for impact funds.

Facing Our Relationship With Money Can Change Us

Article

by Maggie Kulyk, founder of Chicory Wealth and author of "Integrating Money and Meaning" 

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.

Making HER Money Count

Article

by Rachel McDonough, CFP,  Make Your Money Count 

All of the chapters in my money story could be summed up with three words: make it count. As a Financial Advisor, I’ve had a decades-long fascination with squeezing value and meaning out of every dollar and helping my clients do the same. I even named my business Make Your Money Count, LLC. But the essence of my money story focuses on faith more than finances.

Going Global With ESG Investing

Environmental, Social, and Governance Factors
Article

by Matthew Blume, CFA of Pekin Hardy Strauss Wealth Management  

Why Investing in Women Is Crucial Right Now

Article

by Sallie Krawcheck, CEO of Ellevest and former Head of Merrill Lynch Wealth Management

One thing I hear loud and clear from our community of female investors at Ellevest is the desire to help each other during this crisis. Some of us will donate our time, others our money. I think there’s another thing to consider doing: continue to shift capital to investments that are better for women. Because as we come out of this crisis, the same global issues that existed before COVID-19 will exist afterward — and in some cases, in a more pronounced way. 

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