From Mobile Home to Financially Home: Darryl's Journey Darryl shares his personal journey growing up in a mobile home to eventually founding PAX Financial Group. He recalls, "I was edging the skirting of our mobile home. And if you get too close to the skirting, you crack it. And so I just thought, how do people have houses with foundations? I just became curious about money." While biblical values were not originally a focus, about five years ago Darryl had an awakening to fully live out his faith, making Biblically Responsible Investing (BRI) core to PAX's approach. Cultivating a Community-D ..read more

The Journey to Intentional ESG Integration Paula discusses her early career experiences at ESG research firms Sustainalytics and MSCI, which illuminated opportunities to more systematically and holistically weave ESG into the investment process. Rather than relegating ESG to a siloed, reactive overlay, Paula set out to put ESG factors on equal footing with traditional financial metrics. Honeytree's Investment Process In part of this episode, Paula dives into the details of Honeytree's two-phase investment process. 1. Applying 25 ESG qualification criteria to filter a broad index down to a conc ..read more

Revalue is a values-driven investment firm founded in 2013 by Angela Barbash, an experienced investment advisor with over 20 years of service. The firm's mission is to assist individuals in aligning their finances with their values by divesting from the extractive economy and investing in the regenerative economy. Revalue focuses on providing investment options in the public markets that support impact-oriented communities and organizations. They work closely with clients to identify their desired impacts and narrow down their investment preferences, including the type of organizations, invest ..read more

Gabe Rissman  0:00   Hello and welcome to your steak your story. We're a video series with advisors for advisors, highlighting best practices of ESG and sustainable investing. Today I'm really excited to have Jeff Gutterman, a trusted advisor. And Jeff has a really great resume Jeff is a widely recognized leader in the ESG and sustainable investing field. Jeff's the creator of the smart, sustainable metrics applied to risk tolerance investing solutions, a suite of global climate aware allocation strategies available to financial advisory firms and individual investors. With over 30 y ..read more

“I didn’t grow up with wealth, and my friend group, a lot of people didn’t grow up with wealth either. They didn’t grow up with that level of financial literacy or financial exposure that people who do grow up with wealth or work in finance do.” Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. Joining us today is Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial. She specializes in financial planning for individuals and families as well as ..read more

Tune in to hear from Jason Howell, founder of the Jason Howell Company, a family wealth management firm that specializes in helping community stakeholders feel good about their money. He's a former US congressional candidate, a Certified Financial Planner, Certified Private Wealth Advisor, and Chartered SIR Counselor ..read more

[00:01:05] Priorities shift during pandemic.  [00:04:11] Children's book on financial education. [00:08:10] Values as a big deal.  [00:11:36] Emotional safety in investing.  [00:17:56] ESG and financial performance.  [00:19:59] Values based investing future ..read more

[00:01:28] System Change Investing.  [00:03:53] Economic and political systems.  [00:07:27] System Change Investing. [00:14:19] Corporate Support for Climate Policy.  [00:17:32] Financial Advisors and System Change.  [00:22:16] Using capital markets for sustainability ..read more

[00:02:31] Financial advisors and tobacco-free. [00:04:35] Tobacco's unsustainable impact. [00:08:42] Youth and tobacco industry marketing. [00:13:21] Harmful effects of smoking. [00:17:48] Tobacco-free finance pledge. [00:22:20] ESG ratings for tobacco companies. [00:26:31] Tobacco-free investing ..read more

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm.  Together they discuss how they met and founded Terra Blue, how they look at ESG investing, the role of activism and politics in investing, and share their experiences serving clients across wide generation gaps to accomplish the same goal: protect the planet, and have a strong financial future. In this episode, Gabe, Vanessa, and Maureen discuss: How Maureen and Vanessa tackle ESG investing w ..read more