Financial Planning: Doing Right by clients and the planet with SRIs

It seems like every day a new socially responsible fund pops up.

In 2020 alone, 90 new funds were brought to market. Moving into 2021, there were 392 such sustainable fund offerings comprising $51.1 billion. And they’re quickly adding new assets — 40% of that $51.1 billion came in the fourth quarter alone — and there’s no signs of slowing.… Read the rest

Kiplinger: SRI and ESG are Not Interchangeable. Here’s Why We Choose SRI.

If you’ve been reading the news lately, you’ve likely heard a lot about ESG (Environmental, Social, Governance) and/or SRI (Sustainable, Responsible and Impact) investing. While the terms are commonly used interchangeably, there are stark differences between the two that every investor should be aware of.… Read the rest

MarketWatch Opinion: Buyer beware: What’s really in your ‘earth-friendly’ ESG fund?

Some socially conscious mutual funds and ETFs own stocks that seem strangely out of place.

Sustainable, responsible, and impact (SRI) investing used to be dominated by mutual fund companies whose mission was to align their investment strategies with their values. Companies such as Calvert, Domini, Parnassus, and Pax World invested responsibly to make the world a better place.… Read the rest

Empowering Your Dollars to Change the World


The Traditional Investor Mindset – Profitable Blind Faith 

First things first – before your investment dollars can change a single thing, you simply must know where your money is going. 

Sure, you may have some money invested, and it may be delivering steady returns, but many investors don’t know or even know to ask their financial advisor a few crucial questions: what companies am I supporting with my investments and do those companies’ values align with mine?Read the rest

Addendum: The Boom in ESG Shows No Signs of Slowing, Bloomberg Green

Photography: Francis Dean/Corbis News

 

I was quoted today in a great article in Bloomberg discussing the growth of ESG investing in addition to the risks of greenwashing as the big fund management firms join the fray – especially Blackrock, the world’s largest asset manager with over $8 trillion managed.Read the rest

Earth Equity Fourth Quarter 2020 Client Webinar

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Earth Equity Quarterly Client Webinar October 2020

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Earth Equity Quarterly Client Webinar July 2020

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Earth Equity CEO featured on The Last Environmentalist podcast

Earth Equity Advisors’ CEO and Director of Investments, Peter Krull was recently a guest on The Last Environmentalist podcast, hosted by Josh Dorfman. The two discussed the importance of responsible investing, divesting from fossil fuels and reinvesting in sustainable solutions. They also discussed:

  • Creating a socially responsible portfolio that invests positively
  • How portfolios without fossil fuel companies are creating better returns
  • Impact X-Ray portfolio analysis and the criteria for investing through Earth Equity Advisors
  • Picking the sustainable stocks that became the Green Sage Financial Portfolio
  • Diversification and the typical stocks in an SRI portfolio
  • The top resources for educating yourself on sustainable and responsible investments
  • Why you need to be cautious about Environmental Social Governance (ESG) ratings
  • Why it is vital to do your due diligence
  • Why your climate-friendly stock portfolio needs diversification
  • Why you should work with a professional

Listen to the podcast here and subscribe to our newsletter to stay updated on our conversations!… Read the rest

Market Commentary

Note: This commentary was sent to Earth Equity clients on August 14, 2019

We seeing a considerable drop in world stock markets today. I blame this negative movement on a number of factors, including the geopolitical shenanigans related to the trade war with China.… Read the rest