A lot of folks think all we do is get rid of oil companies and invest in solar, but responsible investing is much more than that. Once known as Socially Responsible Investing, SRI has gotten both broader and deeper as it evolved into Sustainable, Responsible, and Impact Investing.… Read the rest
Author Archive for: Neill Yelverton
About Neill Yelverton
Neill takes pride in helping families transition to a responsible investment portfolio. He specializes in NC retirement and can help clients navigate Social Security requirements. In addition, he finds his work with non-profits, especially those that have a social or environmental mission, very rewarding. He believes that by aligning the institution’s endowment or investments with its mission, it multiplies the impact of the institution. He works as an advocate for your mission and your finances.
“The realization that we vote, every single day, by the way we spend our dollars. Our spending fuels a giant economic engine from jobs, to logistics, to materials sourcing – what we buy affects the environment and touches hundreds of lives. And the flip side of that coin is — how we invest our retirement dollars has the same impact.” –Neill Yelverton
Prior to joining Earth Equity Advisors, Neill spent over a decade working in the environmental field. He completed his MBA at Western Carolina University with an independent study in Corporate Social Responsibility and Sustainability in Business.
A native of North Carolina, Neill lives in Weaverville with his wife, Cori, and their son, Ben.
Entries by Neill Yelverton
We know that it is important to many of you to support the invaluable work of non-profit organizations. There are numerous ways to maximize your gift as well as your personal tax benefit – if you have an IRA, one way is a Qualified Charitable Distribution or QCD. … Read the rest
Someone recently asked me, “Where do I start with financial planning?”
There are many facets to financial planning and it can be overwhelming at times, but we all have to start somewhere.
First, develop a plan to get out of debt.
Society moves at a breakneck pace these days. Smartphones have given people access to virtually any information they want regardless of their location or time of day. With financial planning needs changing in seconds and people wanting information instantly, robo-advisors are being implemented more and more.… Read the rest
You set out on your financial journey with a specific vision in mind, and you thought you had a financial advisor who would be with you the whole way. Whether the market was bull or bear, there was one person (or team) you knew had your back.… Read the rest
For small business owners, it’s a great feeling when you’ve grown your company to the point of being able to offer comprehensive benefits, especially a quality retirement plan, to your employees. A retirement plan benefit is also a great way to attract and keep talented team members.… Read the rest
If you are between ages 66 and 70 and you’re reading this, you need to act now!
Many of you may have seen or heard about recent changes to social security.
There were a number of significant changes approved last year and we want to make sure that you are aware of them. … Read the rest
In this video blog, Neill Yelverton explains the difference between Advisors and Brokers. Many people do not know there is a difference. That difference matters. At Krull and Company we empower you with knowledge.… Read the rest
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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). ©2023 – Earth Equity Advisors, LLC – All Rights Reserved
©2023 – Earth Equity Advisors, LLC – All Rights Reserved