RACHEL INFANTE, CFP® CSRIC® CDFA®
Aug 31, 2023 4:14:38 PM

I recently sat down with Gordon Severson for an interview for KARE 11’s Your Money segment focused on “Your Money Good for the Environment and Your...

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Dana Brewer, CFP®
Mar 2, 2023 12:00:00 PM

As measured by our clients and prospects, interest in sustainable investing continues to expand amid the concerns expressed by policymakers and the...

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Bridget Handke, CFP®, CAP®
Apr 21, 2022 3:22:00 PM

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

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Dana Brewer, CFP®
Jan 25, 2022 7:09:00 AM

Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...

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Kay Kramer
Nov 22, 2021 2:15:00 PM

Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...

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Dana Brewer, CFP®
Feb 17, 2021 8:57:35 AM

Sustainable investment best practices have become a cornerstone of overall investment strategy for investors around the world. In recent years, these...

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Birchwood Financial Partners
Nov 19, 2020 8:45:00 AM

The positive effect of Sustainable, Responsible Impact Investing (SRI) is borne out more with each year. The information age has brought with it...

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Birchwood Financial Partners
May 28, 2020 9:19:12 AM

Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...

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Birchwood Financial Partners
Nov 25, 2019 2:10:50 PM

Many people are looking for ways to keep their money close to home this holiday season while making an impact in their community. Fortunately, there...

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Dana Brewer, CFP®
Sep 25, 2019 4:59:36 PM

Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...

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