Learn how to build a socially conscious investment portfolio and invest in your beliefs.

2022 was a tough year for stock markets (7th worst year ever), bond markets (worst year ever), and misleading news headlines. A particular headline that has come in to focus is the attack on ESG investing. A few clients have asked us our thoughts, which we are more than happy to share.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

We are so thankful that 2021 brought our firm incredible growth and amazing new clients. We are appreciative of our partnership and the impact our investments are making on the world. We invite you to take a look at our 9-page Impact Report to learn more about how our investments compare to the benchmark on an overall ESG quality score, carbon footprint, clean tech, sustainable water, women on boards, and diverse workforce policy.

For the second year in a row, IMPACTfolio® has offset emissions by purchasing offsets through Aclymate. We have been awarded he Climate Leader Certification, which is designed specially for small businesses who have taken steps to fix their footprint.

When we invest in ETF (exchange-traded funds) and mutual funds, it can be difficult to understand which companies your investments are directly supporting. How do you know the carbon footprint of your investments? Or the clean technology exposure? What about diverse workforce policies and boards? Or direct support of nuclear weapons?