Resource Center

Webinars

September 2016

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio


Presenters:

Heidi Stoltz, Investment Advisor
Corinne Salera, Portfolio Manager, Investment Advisor

In this half-hour webinar video,

  • Learn how you can support the causes you care about and avoid controversial industries.
  • Find out that you don’t have to sacrifice return to invest in your values.
  • Hear how these funds are making an impact in gender equality, environmental protection, small business development, and affordable housing.

Market Analysis

video feature image
“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

video feature image
Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

video feature image
Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More