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
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
It's proxy vote season!
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
A Story of Women & Wealth
We stand with the AAPI community
Gender diversity and socially responsible investing
Closing the gender wealth gap
Hi from Monica and Gideon!
What is a donor advised fund (DAF)?
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.
7 Steps to Financial Wellness
We're a Certified B Corporation
What happened in Q4 2020?
Your 2021 money goal
2020, it’s been a year
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.