“Wall Street” Vanguard Social Index Fund (VFTAX) Fidelity U.S. Sustainability Index Fund (FITLX) Robinhood “Main Street” Calvert Impact Capital, Calvert Community Investment Note CNote, Flagship Fund The Small Business Bond Exchange Republic WeFunder Real Estate Small Change
Socially Responsible Investing Webinar Read More »
Reflect on last year and look ahead to this year. Identify 1 thing that you think is contributing to good teamwork regarding money management. Identify 1 change (or area for change) that you think would likely contribute to improved teamwork with money management. Name 1-2 financial considerations that are, in your mind, important to take
Quick Exercise for Couples to Manage Money Better in the New Year Read More »
A brief outline of my current impact investing strategy: Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) – An ESG-screened index fund held directly with Vanguard in Traditional, Roth, and SEP IRA accounts. Paying off home mortgage early. Rental property in town. Managed with a focus on being responsible and responsive property managers, offering quality homes
My Impact Investing Strategy Read More »
Name it to Tame it Anxiety is an emotion, it’s Fear. That means that, like with all emotions, it is going to be temporary. When you feel it, name it as feeling Anxiety and remind yourself that it will pass. AcceptanceThis can be tricky but is really important. Acceptance does NOT mean that you LIKE
Four Tips for Coping with Anxiety Read More »
Small Businesses and Startups Wefunder – A well established platform matching investors and businesses. Businesses are not pre-vetted, so you’ll need to do your own due diligence. If you want to invest with retirement savings, you can do so through Alto IRA. SMBX, The Small Business Bond Marketplace – Offers bonds with a straightforward rate
Alternatives to Wall Street Investing Read More »