by Art Tabuenca
Fall 2022 Newsletter
"Earth is now our only shareholder." – Yvon Chouinard, founder of Patagonia;
Investing Through Uncertainty:A Guide to Recessions from the Capital Group;
Looking for Silver Linings from TD Economics
Timely news and articles covering sustainable investing and living.
"Earth is now our only shareholder." – Yvon Chouinard, founder of Patagonia;
Investing Through Uncertainty:A Guide to Recessions from the Capital Group;
Looking for Silver Linings from TD Economics
Uncovering Opportunities in a Bear Market;
Investors Crank Up Pressure on Companies With Record Climate, Race Proxy Proposals from Bloomberg;
Addressing Issues Impacting the Economic and Financial Outlook from TD Economics
Quinn sat down with our team to tell us a bit about her early inspirations as an activist, how she navigated the COVID-19 pandemic, and how she keeps her cynicism at bay.
The Earth is singular— as far as we know. A water world covered by vast oceans and a sheltering atmosphere. All life emanates from and is sustained by this watery cradle. Every breath we take, every drop we drink, every aqueous cell that binds our physical being; reminds us that we are water creatures.
For investors the wisest opportunities are those trends that are likely to continue in 2022, even if we see an end to the war. Some of these may not be as popular as oil right now, but that means better buying prices. The following are some of those trends.
“This top-rated robo advisor invests exclusively in stocks and bonds that adhere to strict ESG guidelines.”
“EarthFolio is one of the few robo-advisors that will let you completely divest from
oil and gas.”
“Earthfolio gives investors a stake in a better future that protects
the earth. Its commitment is continuous sustainability.”
“Earthfolio is a viable choice for the diehard socially conscious robo-advisor investor, who wants her entire portfolio to be invested in line with her values .”
“If you want SRI and nothing but SRI, the best robo advisor to use is EarthFolio.”
If there's one lesson that the past year has taught me, it's that the more specific you are in trying to predict the future, the more likely you'll be dead wrong. To my knowledge, no one had a clue that a global pandemic would become the most influential worldwide event in generations and drive so much of what happened in the investment world in 2020.
Negotiators from nearly 200 countries reached the world’s most significant agreement to address climate change. Here are answers to five key questions about the historic agreement.
John Authers talks to Calvert Investments' John Streur about changes to the ethical investing industry. Once about avoiding "sin" stocks, it is now about actively doing good.
TIAA-CREF's Amy O'Brien debunks a few myths about socially responsible investing.
It's an ongoing challenge to limit the role of plastic in your life. Here are some additional ideas for how to do it.
Welcome to the frontier of today’s ESG investing landscape where it is not just about identifying what a company should avoid or how it should operate, but it is also about identifying how a company frames its opportunities for growth.
It's that time of year: open enrollment season. That's when your employer sends you loads of information on benefits like your retirement plan for next year.
Retirement planning can be complex, but it's not nearly as difficult as the pros would have you believe.
Whether you’ve navigated multiple downturns or this is your first, experiencing a steep stock market correction can be unnerving. In times like these, investors realize that successful investing isn’t merely about sound investing principles; true investing requires the virtue of patience and the ability to discern opportunity where most only see uncertainty.
Like life, a portfolio preforms at its best when it’s in proper balance. Learn more about the importance of portfolio rebalancing.
Studies show that investors benefit by sticking with a well-defined investment approach even when faced with a declining market.
When the markets get scary, there’s an overwhelming temptation to do something, anything really, with ourportfolios. But we know better.
"Earth is now our only shareholder." – Yvon Chouinard, founder of Patagonia;
Investing Through Uncertainty:A Guide to Recessions from the Capital Group;
Looking for Silver Linings from TD Economics
For investors the wisest opportunities are those trends that are likely to continue in 2022, even if we see an end to the war. Some of these may not be as popular as oil right now, but that means better buying prices. The following are some of those trends.
It's that time of year: open enrollment season. That's when your employer sends you loads of information on benefits like your retirement plan for next year.
Whether you’ve navigated multiple downturns or this is your first, experiencing a steep stock market correction can be unnerving. In times like these, investors realize that successful investing isn’t merely about sound investing principles; true investing requires the virtue of patience and the ability to discern opportunity where most only see uncertainty.
Uncovering Opportunities in a Bear Market;
Investors Crank Up Pressure on Companies With Record Climate, Race Proxy Proposals from Bloomberg;
Addressing Issues Impacting the Economic and Financial Outlook from TD Economics
“This top-rated robo advisor invests exclusively in stocks and bonds that adhere to strict ESG guidelines.”
“EarthFolio is one of the few robo-advisors that will let you completely divest from
oil and gas.”
“Earthfolio gives investors a stake in a better future that protects
the earth. Its commitment is continuous sustainability.”
“Earthfolio is a viable choice for the diehard socially conscious robo-advisor investor, who wants her entire portfolio to be invested in line with her values .”
“If you want SRI and nothing but SRI, the best robo advisor to use is EarthFolio.”
Quinn sat down with our team to tell us a bit about her early inspirations as an activist, how she navigated the COVID-19 pandemic, and how she keeps her cynicism at bay.
The Earth is singular— as far as we know. A water world covered by vast oceans and a sheltering atmosphere. All life emanates from and is sustained by this watery cradle. Every breath we take, every drop we drink, every aqueous cell that binds our physical being; reminds us that we are water creatures.
If there's one lesson that the past year has taught me, it's that the more specific you are in trying to predict the future, the more likely you'll be dead wrong. To my knowledge, no one had a clue that a global pandemic would become the most influential worldwide event in generations and drive so much of what happened in the investment world in 2020.
Choose portfolios that are low-carbon or fully divested of oil, coal and gas.
Earthfolio: Provides a customized portfolio with exposure to ESG investments. The site also gives you the ability to join a community of shareholders as stakeholders that are aligned with various causes such as equality and diversity, community development, and human rights.
As I write these lines the stock markets is down over 15% due to uncertainty and fear surrounding the latest Coronavirus. This is not the first-time global markets have reacted to Coronavirus. In 2003 SARS and then in 2012 MERS (both Coronaviruses) impacted markets and eventually subsided through treatment and vaccines.
"you want your investment holdings to reflect your values…"
Earthfolio is a robo-adviser that focuses entirely on SRI, and is […] far, far ahead of the curve on impact investing.
EarthFolio is named one of the 4 Best Robo-Advisors for Socially Responsible Investing
EarthFolio is named one of the 5 Best Robo Advisors for Managing ESG Funds
In a world of 24-hour “breaking” financial news, discerning fact from hype can be the difference between unforced losses and methodically building wealth. If you’re in need of some reassurance and perspective, the following simple and proven tips will help you, as Kipling put it, “keep your head when all about you are losing theirs.”
“EarthFolio…has been on the robo style approach of seeking funds with low expenses, good track records and consistent investment objectives.”
Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo.
"Seventy-seven percent of affluent investors want their investments to positively impact society."
What sets EarthFolio apart from other robo-advisors is a belief that investing isn’t just a transaction; it’s an opportunity to own companies that are aligned with your values.
“Two of the most significant developments in the investment universe have converged in a single service.”
Like life, a portfolio preforms at its best when it’s in proper balance. Learn more about the importance of portfolio rebalancing.
Negotiators from nearly 200 countries reached the world’s most significant agreement to address climate change. Here are answers to five key questions about the historic agreement.
Picture this: You are seated at a conference table where stiffly suited executives are thumbing through the pages of an end-of-year report. You are wearing your bathrobe and bunny slippers, but no one seems to notice.
John Authers talks to Calvert Investments' John Streur about changes to the ethical investing industry. Once about avoiding "sin" stocks, it is now about actively doing good.
Studies show that investors benefit by sticking with a well-defined investment approach even when faced with a declining market.
TIAA-CREF's Amy O'Brien debunks a few myths about socially responsible investing.
It's an ongoing challenge to limit the role of plastic in your life. Here are some additional ideas for how to do it.
Welcome to the frontier of today’s ESG investing landscape where it is not just about identifying what a company should avoid or how it should operate, but it is also about identifying how a company frames its opportunities for growth.
When the markets get scary, there’s an overwhelming temptation to do something, anything really, with ourportfolios. But we know better.
Retirement planning can be complex, but it's not nearly as difficult as the pros would have you believe.
1. Answer a few simple questions (age, income, risk tolerance, etc.)
2. Review your new personal investment plan
3. Open your EarthFolio account online
There’s no time like the present to invest in a better world.
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