Author: First Affirmative

First Affirmative and YourStake Introduce Values-Aligned Direct Index Solution.

First Affirmative Financial Network and YourStake announced on October 20th, 2021, a historic first: a direct index solution with data-driven Environmental, Social, and Governance (ESG) customization down to the company equity level, along with tax loss harvesting, and benchmark flexibility. The new Values Aligned Direct Index Solution (VADIS) is now available to independent advisors who were previously […]

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Podcast: George Gay and Gary Heldt

George Gay, CEO of First Affirmative Financial Network, was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. The podcast features some of the brightest and successful minds in the business today to discuss tactics for growing your business. During the conversation Gary and George discussed ESG investing (environmental, social, […]

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First Affirmative doesn’t stop when your money is invested.

We give your values a voice through our active Shareowner Advocacy program. We vote your clients’ shares and advocate with businesses and policy leaders for meaningful change. Being a signatory on this recent statement represents another step in a decade-long effort by investors to press for effective methane regulation at the federal and state levels.

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Video: Elevate Your Practice – Customized ESG Portfolios and Impact Reporting

First Affirmative Financial Network has partnered with YourStake.org to create a strong force in the ESG/SRI arena with portfolio construction and reporting platforms that can elevate the conversation and assist in creating investments for a better future. On April 20th, Theresa Gusman (Chief Investment Officer at First Affirmative), Patrick Reed (CEO at YourStake) and Gabe […]

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Economic Commentary April 2021

To View PDF Click Here By Theresa Gusman, Alex Cote, and Kaitlyn Mitchell Overview – All Eyes on Global Economic Recovery                                            The vaccination race has begun with nine countries already exceeding 25% of their population inoculated with at least one dose of vaccine.1 Traders are anticipating rate hikes enacted rate hikes to curtail impending inflation, […]

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