Retirement Planning Tool

Shareholder Advocacy in 2024: Steering Companies Towards a Better FutureIn 2024, advocates have been active, presenting over 527 resolutions that touch on environmental, social, and governance (ESG) issues for the proxy season. This shows a slight decrea

Cash Management Tool Budget percentages and averages Take Charge of Your Finances with Our New Budgeting App

Future of Green Energy Investing

In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment operations) at Calvert Investments.  Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies.

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 wit

Interview with an Enrolled Agent In this podcast/video/blog I speak with Amy Wall, an enrolled agent, which means she is licensed by the IRS to represent taxpayers and she has a degree in economics. S

Finances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago. Its a difficult, emotional period for anyone involved with a divorce. Seeour vide

For this blog/podcast/video, Im going to talk about my own personal finances, in hopes that it is helpful for some people. Ill go over how I invest, budget and what my retirement plans are. You ca

https://youtu.be/8kPxPDGKXB4 In this episode, I discuss a new Sustainable Responsible Impact Investment tool calledAffirmativESG. It provides you with a customized portfolio of individual stoc