Grow wealth with intention

Grow wealth with intention Values-Aligned Investing - Socially Responsible Investing - ESG

Financial independence means more than the money in our retirement accounts. Financial independence represents freedom.
11/13/2024

Financial independence means more than the money in our retirement accounts. Financial independence represents freedom.

Financial independence means more than the money in our retirement accounts. In a crisis financial independence is a lifeline.

First Affirmative digs into corporate behavior and advocates for change with the power of shareholder alliances. Values-...
10/30/2024

First Affirmative digs into corporate behavior and advocates for change with the power of shareholder alliances. Values-Aligned Investing specifically targets governance, in multiple ways, from diversity of board membership and executive leadership to transparency and accountability to shareholders.

First Affirmative has pioneered research into employer benefits that make a real difference in workers’ lives, including how providing family leave benefits is reflected in economic performance.

Are employee relations important to you when deciding who deserves your money? Do you seek employers with a progressive approach to LGBTQ+ employees? We can point you there.”

Photo by Kampus Production

My word for 2024 - Regenerative
01/08/2024

My word for 2024 - Regenerative

Gender Equality * Animal Welfare * Environmental Protection * Public Health * Fewer Weapons * Racial EquityYou live your...
01/05/2024

Gender Equality * Animal Welfare * Environmental Protection * Public Health * Fewer Weapons * Racial Equity

You live your values, why not invest in them?

You live your values, you practice your values, why not invest in your values? Grow wealth with intention.
01/04/2024

You live your values, you practice your values, why not invest in your values? Grow wealth with intention.

Just a reminder, your self worth has zero to do with your net worth. People will remember you for how you treat your fri...
12/12/2023

Just a reminder, your self worth has zero to do with your net worth. People will remember you for how you treat your friends, family and the planet not how much debt you had.

The gender pay gap is abhorrent. The gender wealth gap is obscene. With values-aligned direct indexing, you can invest i...
12/11/2023

The gender pay gap is abhorrent. The gender wealth gap is obscene. With values-aligned direct indexing, you can invest in the best workplaces for women and exclude companies with discrimination violations.

12/10/2023
12/10/2023

Wise words from a client -

Values-Aligned Investing - Socially Responsible Investing - ESG

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Toledo, OH

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