Equal Path Investments

04/30/2026

We're hiring! 💥We're looking for a remote part-time paraplanner to join Equal Path Investments. We're a flat-fee, fiduciary firm specializing in retirement transition planning for thoughtful professionals navigating sabbaticals, phased retirement, and work-optional next chapters. No AUM incentives or product sales. This is planning-centered work.

This role starts at ~10 hours per week, with significant growth paths including a flexible advisor track for the right person.

You may be a fit if you:
→ Have 3+ years of paraplanning or financial planning experience and active Series 65/66 or CFP® credentials
→ Are looking for something different from high-volume hustle culture
→ Take pride in accurate, detail-oriented work

More details:

01/30/2026

Divesting from ICE through investment accounts can be a real, measurable form of protest, especially when people do it intentionally and explain why. As with protests in the street, small actions can compound into meaningful impact.

This short video (in the first comment below) explains how divesting from ICE can show up inside retirement accounts, and the tradeoffs worth understanding before making changes.

01/28/2025

Is now the best or worst time to explore ESG and socially responsible investing? With federal Green New Deal and DEI cuts making headlines, many are wondering how ESG and SRI funds might be impacted. If you’ve been curious about how values-driven investing works, now’s a great time to learn the basics. Check out our beginner-friendly guide to ESG, SRI, and impact investing: https://equalpathinvest.com/blog/esg-vs-sri-vs-impact-investing/

Discover the differences between ESG, SRI, and impact investing to find the approach that aligns with your values. Learn how to balance financial returns with ethical priorities, from avoiding industries you oppose to directly supporting causes you care about. Make your investments reflect your impa...

05/30/2024

Our beginner-friendly free investing course for changemakers is live! Learn more about the seven misconceptions holding back purpose-driven professionals: impact.equalpathinvest.com

05/02/2024

People reached out because they wondered if they made a mistake by consolidating their student loans. Capitalized Interest can result in a slightly higher monthly payment. However, even if the monthly payment is higher, it can still make sense for many to consolidate. Here's why:

Did you make a mistake by consolidating your student loans? Capitalized Interest can result in a slightly higher monthly payment for your student loans. How...

03/19/2023

First Annual Dancetopia in the books! Thank you to and making it happen. Thank you for hosting! Thank you to and for teaching and performing.

11/26/2022

Support . Thank you

CREED63 is all about supporting small businesses. As such, we are happy to present our 2nd Annual Small Business Holiday guide. This guide is a digital director

11/19/2022

Kupala Ventures had the honor of exploring the Magic City.

09/07/2022

The Kupala Venture Blog is officially up and running! Many non-profit agencies rely heavily on grant funding to sustain their operating costs. Our first blog post breaks down how to find grants for nonprofits.

Many non-profit agencies rely on grant funding to sustain their operating costs. Here are 7 ideas on how to find grants for nonprofits.