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A Conversation About Alzheimer’s and Money
/in Financial Planning/by Leesa SluderAny health diagnosis is scary, however an Alzheimer’s diagnosis for a loved one strikes fear and anxiety, and throws one into uncharted waters. The person may have minor symptoms at the beginning, however medical professionals begin to paint the picture for the future of the “long goodbye”.
Gender Lens Investing: Earth Equity Advisors Offering the Social Index Portfolio
/in Community Impact Investing, Investing in Women and Girls/by Pete KrullEarth Equity Advisors is now offering a unique investment portfolio that has been managed by Green Alpha Advisors, LLC since 2015, and is constructed using powerful leadership diversity and sustainability lenses. Green Alpha’s Next Economy Social Index utilizes unique gender & social inclusion criteria based on the following real-world evidence and academic research:
Best for the World 2018
/in Company News, Responsible Business/by Pete KrullI’m proud to announce that for the third year in a row, Earth Equity Advisors has been recognized as a Best for the World B Corporation. This honor is reserved for only the top ten percent of all Certified B Corporations worldwide.
Pete Krull Named As One of the 100 Most Influential Financial Advisors
/in Company News, Responsible Business/by Pete KrullPete Krull, Earth Equity’s Founder & CEO, received some well deserved recognition from Investopedia yesterday, and was named one of the 100 most influential financial advisors in the U.S. He was the only WNC based advisors honored in the INVESTOPEDIA 100 list.
Beat Plastic Pollution
/in Company News, Responsible Business/by Pete KrullToday is World Environment Day! June 5th has been designated by the United Nations as World Environment Day to promote “worldwide awareness and action for the protection of our environment.” 2018’s World Environment Day is centered around beating plastic pollution.
The 2018 World Environment Day seeks to influence change in these 4 key areas:
The UN shares some dismal statistics on why the message “Beat Plastic Pollution” is so dire right now.
Impact Takes Way More Than ESG. It Also Takes Common Sense.
/in Fossil Fuel Divestment, Sustainable Investing/by Garvin JabuschGuest article by Earth Equity’s friend and colleague, Garvin Jabusch of Green Alpha Advisors
Originally published as “ESG Screens Don’t Go Far Enough” by WealthManagement
If you’re interested in sustainability focused or other forms of impact thematic investing, that’s great, and personally I believe we should all consider some allocation to solutions for our primary risks.
Pete’s Visit to Boruca
/in Community Impact Investing, Company News/by Pete KrullAt the beginning of March, Pete returned from his annual visit to Costa Rica with many stories to share. This was our favorite! Reposted here from his personal blog, Intentional Assets.
During our visit to Costa Rica in March of 2017, we had the opportunity to visit an indigenous community called Boruca.
Focusing On Your Passion
/in Company News, Responsible Business/by Leesa SluderIn a recent blog post, I discussed one of Earth Equity Advisors’ core values, GRATITUDE. In this post I’d like to focus on another principle of our firm, PASSION. What is passion? Most people would agree that passion refers to a strong motivation mixed with intense emotions (Psychology Today).