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AIO Financial – Fee Only Financial Advisors

Bill Holliday, CFP

AIO Financial – Fee Only Financial Advisors

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AIO Financial – Fee Only Financial Advisors

Bill Holliday, CFP

AIO Financial – Fee Only Financial Advisors

Episodes
AIO Financial – Fee Only Financial Advisors

Bill Holliday, CFP

AIO Financial – Fee Only Financial Advisors

Good podcast? Give it some love!
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Episodes of AIO Financial – Fee Only Financial Advisors

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The post Shareholder Advocacy 2024 appeared first on AIO Financial - Fee Only Financial Advisors.
The post Cash Management Tool appeared first on AIO Financial - Fee Only Financial Advisors.
The post Future of Green Energy Investing appeared first on AIO Financial - Fee Only Financial Advisors.
TriLinc Global is an impact fund whose mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges. By creating institutional-quality impact fu
Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Su
The post Calvert Socially Responsible Index Mutual Funds appeared first on AIO Financial - Fee Only Financial Advisors.
In this episode, we interview David Miller, the founder and CEO of Iroquios Valley Farms.  They allow investors the opportunity to invest in local and organic farms.  These are long term investment commitments (7-10 years).  The minimum investm
In this episode, we interview Eric Rosenberg of Personal Profitability about selecting stocks. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus an
This episode is an interview of the SRIESG podcast host, Bill Holliday, by Joe Saul-Sehy. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and dis
In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG. It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria. Curated port
In this episode, we interview Lynne Patterson of ProMujer.  ProMujer is a women’s development organization, serving more than a quarter of a million poor women in Latin America. They provide financial services, life-saving preventative healthca
The post As You Sow – Shareholder Advocacy appeared first on AIO Financial - Fee Only Financial Advisors.
The post YourStake.org appeared first on AIO Financial - Fee Only Financial Advisors.
Green Century Mutual Funds – Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working t
The post Green America – Corporate Engagement appeared first on AIO Financial - Fee Only Financial Advisors.
The post Iroquois Valley Farms – Organic Farming appeared first on AIO Financial - Fee Only Financial Advisors.
The post Leslie Samuelrich, Green Century Mutual Funds appeared first on AIO Financial - Fee Only Financial Advisors.
The post Ethos Investment Impact Evaluation appeared first on AIO Financial - Fee Only Financial Advisors.
The post Corporate Accountability appeared first on AIO Financial - Fee Only Financial Advisors.
https://youtu.be/H6Z1SJynAxE AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI).  The following is an introduction to SRI. Shareholder advocacy is when shareholders use their position as owners to in
The post Bear Markets appeared first on AIO Financial Advisors Fee Only Fiduciary.
The post Impact Investing (SRI) appeared first on AIO Financial Advisors Fee Only Fiduciary.
The post Assisted Living in Mexico appeared first on AIO Financial Advisors Fee Only Fiduciary.
The post Retirement Software appeared first on AIO Financial Advisors Fee Only Fiduciary.
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