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What are all the different types of financial advisors?

What are all the different types of financial advisors?

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.

How to talk to a financial advisor about sustainable investing

How to talk to a financial advisor about sustainable investing

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.

Where do you fit on the investing spectrum?

Where do you fit on the investing spectrum?

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.

The future of capitalism: stakeholder capitalism

The future of capitalism: stakeholder capitalism

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 proxy vote season!

It's proxy vote season!

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.

Five tips to make your tax season more enjoyable

Five tips to make your tax season more enjoyable

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.

Spring clean your finances

Spring clean your finances

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.

We stand with the AAPI community

We stand with the AAPI community

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.

Gender diversity and socially responsible investing

Gender diversity and socially responsible investing

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?

Closing the gender wealth gap

Closing the gender wealth gap

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.

Good Capital 2020 Impact Report

Good Capital 2020 Impact Report

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.

What happened in Q4 2020?

What happened in Q4 2020?

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.

Your 2021 money goal

Your 2021 money goal

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.

2020, it’s been a year

2020, it’s been a year

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.

How to create a giving plan

How to create a giving plan

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.