ESG Ratings: What Are They and Who Uses Them?
Environmental, Social, and Governance (ESG) factors have captured most people’s attention these days, not just because of existing regulatory frameworks …
Donor Advised Funds and Their Relationship to Impact Investing
As an investor, you worry the most about making money; everything else comes next. But what happens when you realize …
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(WEBINAR) – Money Mindfulness & Your Financial Plan
Transcript & Timestamps 0:05 okay so uh thank you all for joining us, this is a webinar on money 0:10 …
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(AUDIO) Your Stake Podcast Guest: Meghan Lape, Conscious Impact Financial Planning
A huge thanks to the folks at ESG University (Your Stake) for inviting our founder and CEO, Meghan Lape, AFC®, …
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Accounts for Kids
They say it’s never too early to save. But should that include your children? Yes, indeed it does! We are …
What Greenwashing Is and How to Avoid It
Greenwashing is an increasing problem for ethical investing, but what exactly is it, and how does it work? Here’s what you …
Retirement vs. Funding Your Children’s College Education
As many parents start ramping up their retirement planning efforts, their kids are also preparing for an important next step …
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Life Stages That Impact Your Life Insurance Needs
Do you know that your life insurance needs vary as your life changes? Most people understand that having life insurance …
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Coronavirus and Student Loan Debt: What You Need to Know
Student loan reached $1.48 trillion in America by the end of 2019, with approximately 45 million borrowers across the United …
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