I wanted to share this because I know even for me, as someone working in financial services, I was overwhelmed by all the different types of financial advisors, planners, money managers, and coaches. Here’s a comprehensive breakdown of the world of financial advising for individuals and families, but keep in mind that there are tons of nuances.
Whether you are looking for a new financial advisor or are approaching your current financial advisor, here are some questions to help them help you align your money with your values and support the positive impact that you want to have.
The idea of investing in good can often mean different things to different people both from a values perspective as well as from a risk/reward perspective. We wanted to share what the investing spectrum looks like as we see it, what kinds of options there are in the market, and where socially responsible investing fits in.
A growing movement has taken off and has called attention to how the old system of shareholder capitalism cannot survive in the long run. We’ve been seeing a shift from shareholder to stakeholder capitalism.
It’s that time of the year you’ve been eagerly waiting for...no not tax season, it’s proxy vote season!
Why do we at Good Capital love proxy season? Because as a shareholder aka part owner of the companies in your portfolio, proxy voting gives you a say in company matters.
Mon, May 17th, may feel far away now, but getting started early will only help you to be extra prepared and feel extra confident about your taxes. That can make doing your taxes that much more enjoyable! (Taxes and enjoyable in the same sentence, whaaat?!?!) Here are four tax tips to help you get started.
Whenever spring rolls around, I feel the push to channel my inner Marie Kondo and clean out the house. This is also a great time to declutter and organize other parts of your life, like your finances! Here are 3 things you can do right now to spring clean your finances.
Continuing our trend of centering women throughout women’s history month, this week we wanted to share a story of women & wealth, as told through a collection of quotes and statistics.
Many people have reached out in the past few days, for which I am immensely grateful. I haven’t known how to respond or what to say, so wanted to share my thoughts openly with you all.
The past year has exposed existing gender inequalities. We’re halfway through women’s history month and the articles keep coming on how the pandemic has dealt a harsh blow to women and their careers. What can we as investors do to push for gender parity?
The gender wealth gap is the average difference between how much money women have compared to men, or their total assets minus debts. In the U.S., on average women own 32 cents on the dollar compared to men. You read that right, THIRTY-TWO MEASLY CENTS.
Hi everyone, we wanted to take a minute to introduce ourselves to all our new Good Capital community members.
We’ve received a lot of interest around donor advised funds, also known as DAFs, so wanted to share a bit about what they are and their pros and cons.
When we started Good Capital in 2018, we built our practice around the idea that achieving financial goals was possible alongside creating positive societal and environmental impact. Fast forward to 2021, and it’s incredible to see how far we’ve come, how much of an impact we’ve already had, and how much more work needs to be done. Now to present to you all the change our clients aka impact investors have created over the past year.
Here’s the big secret to taking control of your finances. Ready? Drumroll please...
Three weeks into 2021 and already so much has happened! Let’s take a few mins to look back on Q4 2020 and talk about what we might expect for 2021. It also feels nice to be able to think back on 2020 as if we are on the other side of everything that happened.
Here’s your 2020 recap.
Looking back, we learned A LOT in 2020. We learned, we changed, and we grew. One thing we know for certain is that now more than ever we are doubling down on our mission to align our money with our values and help others do the same.
Here’s a look-back at what we’ve been up to this past year. Thank you for being a part of the Good Capital community. Here’s to ringing in the new year together in spirit. We can’t wait to see what 2021 brings.
While it might feel satisfying to watch bank accounts and investment accounts increase in size, once our needs are met, once we’ve reached our savings and investment goals, what more does a growing account give us? At the end of the day, account sizes are just a number on a screen. It’s not about how much you have in an account, it’s what you do with it that matters. All this to say, we'd highly recommend you go through the heartwarming activity of creating a giving plan for yourself. We thoroughly enjoyed it and felt like it was well worth it. Here’s how you can get started.
This holiday and giving season, we are launching a two week giving campaign starting today! We’ll be raising money for Feeding America, the nation’s largest hunger-relief organization. We’ve set a goal of $2000 for this two week campaign starting today and going through Dec 14th and are confident we’ll be able to smash it out of the water! We hope you’ll consider joining us!
Many people are under the impression that socially responsible funds underperform when compared to traditional investments. We’re here to debunk this myth once and for all and to set the record straight.
Gender lens investing is a strategy of investing that involves earning a financial return alongside addressing gender disparities. Research shows that gender diverse companies tend to have better returns and lower risk at the same time.
So you have investments most likely in your brokerage account or in your 401(k) and you’re realizing that you might be invested in companies or funds that you wouldn’t otherwise support (e.g. private prison companies and gun manufacturers). Now what?
The third quarter of 2020 is in our rearview mirror. Let's recap what transpired over the summer months.
Socially responsible investing is an investment strategy that incorporates environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.
I wanted to share this resource with you from my dear friend and college roommate Janice Rottenberg who is a campaign veteran and currently working to Get Out the Vote for Biden/Harris. A lot of good info for all of you who want to do something, but are unsure of what you can do.
Want to make Fall Financial Cleaning a thing? We are all for it! Fall always feels like it’s a good time to reboot and restart. One of the best things you can do for yourself is get yourself setup financially to best support and achieve your life goals. Future you will surely thank you. Here are a few recommendations to help you get started.
How do you incorporate giving into your everyday living? What does giving mean to you?
This year we’ve been thinking more about our giving. Our goal is to have a more intentional giving plan and significantly increase the amount we give.
So far out of the 4 ways you can align your money with your values, we’ve talked about what you invest in, who you bank with and who issues your credit card. Next up, what and where you buy from.