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Sustainable Responsible IMPACT Investing Resources

What Does it Take to Successfully "FIRE" in Denver? Thumbnail

What Does it Take to Successfully "FIRE" in Denver?

The term “FIRE”, which stands for “Financial Independence, Retire Early” is a term that has been increasing in popularity over the last few years. “FIRE” is thought of as a way to escape a life of working in a stressful occupation for 40+ years before finally enjoying retirement. Although it sounds wonderful on the surface, it takes a very low-expense dedicated lifestyle in order to make this dream come true. Every city has a different cost of living. So we have created a case study to provide an example of: What does it take to successfully FIRE in Denver?

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Sustainable Investing Podcast with Scott Arnold, CFP® Thumbnail

Sustainable Investing Podcast with Scott Arnold, CFP®

Scott Arnold, CFP® was recently a guest speaker for the popular Money Savage podcast. They dive into impact/ESG investing, how the space has evolved over the years, and how it’s possible to get great returns and manage risk. Listen to the podcast HERE to learn how to develop a portfolio of socially conscious companies. In addition, scroll to the bottom of our HOMEPAGE to see all the podcasts/articles that feature one of the IMPACTfolio partners!

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Why Are You Still Paying a 1% AUM Fee? Thumbnail

Why Are You Still Paying a 1% AUM Fee?

A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.

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