AIO Financial – Fee Only Financial Advisors

A detailed guide on understanding inheritance for effective financial planning. The post Inheritance: IRA Rules and Tax Implications appeared first on AIO Financial - Fee Only Financial Advisors.

Retirement Planning Tool The post Retirement Planning Tool appeared first on AIO Financial - Fee Only Financial Advisors.

Cash Management Tool Budget percentages and averages Take Charge of Your Finances with Our New Budgeting App The post Cash Management Tool appeared first on AIO Financial - Fee Only Financial Advisors.

Future of Green Energy Investing The post Future of Green Energy Investing appeared first on AIO Financial - Fee Only Financial Advisors.

TriLinc Global is an impact fund whose mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges. By creating institutional-quality impact funds that attract private capital at scale, TriLinc Global sets a high standard of transparency and accountability for delivering […]

Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading provider of ESG data, to calculate the rating. All funds with at least 50% of […]

The post Calvert Socially Responsible Index Mutual Funds appeared first on AIO Financial - Fee Only Financial Advisors.

In this episode, we interview Eric Rosenberg of Personal Profitability about selecting stocks. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner.

This episode is an interview of the SRIESG podcast host, Bill Holliday, by Joe Saul-Sehy. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner.

Unlock the potential of your investments with AffirmativESG, your gateway to custom ESG investing. This innovative tool by First Affirmative allows investors to shape portfolios that not only meet financial objectives but also mirror personal and ethical convictions. With options ranging from excluding fossil fuels to prioritizing renewable energy, AffirmativESG offers a new dimension of personalized investment strategy, empowering you to invest according to your values without compromising on performance. Discover how AffirmativESG can transform your approach to investment and help you make a meaningful impact on the world. The post AffirmativESG: Tailoring Portfolios for Impactful Sustainable Investing appeared first on AIO Financial - Fee Only Financial Advisors.

In this episode, we interview Lynne Patterson of ProMujer. ProMujer is a women’s development organization, serving more than a quarter of a million poor women in Latin America. They provide financial services, life-saving preventative healthcare, education and business training. This podcast is for informational use only. This is not an appropriate investment for everyone. As […] The post Lynn Patterson, ProMujer appeared first on AIO Financial - Fee Only Financial Advisors.

The post As You Sow – Shareholder Advocacy appeared first on AIO Financial - Fee Only Financial Advisors.

The post YourStake.org appeared first on AIO Financial - Fee Only Financial Advisors.

Green Century Mutual Funds – Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working to better our national food system. Conventional agriculture is carbon intensive and national food policy prioritizes feeding cattle […] The post Green Century – ESG Impact Investing appeared first on AIO Financial - Fee Only Financial Advisors.

The post Green America – Corporate Engagement appeared first on AIO Financial - Fee Only Financial Advisors.

The post Iroquois Valley Farms – Organic Farming appeared first on AIO Financial - Fee Only Financial Advisors.

The post Leslie Samuelrich, Green Century Mutual Funds appeared first on AIO Financial - Fee Only Financial Advisors.

The post Ethos Investment Impact Evaluation appeared first on AIO Financial - Fee Only Financial Advisors.

The post Corporate Accountability appeared first on AIO Financial - Fee Only Financial Advisors.

https://youtu.be/DW7wrJqkOso AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Shareholder advocacy is when shareholders use their position to influence a company’s behavior. this is courtesy of AIO’s Financial This is done by engaging in dialogue with board members, filing and voting on proposals, or … Shareholder Advocacy Update Read More »