2021 Annual Engagement Review Engagement Overview Click Here to View PDF First Affirmative’s proxy voting record continues to reflect our steadfast support for a just, sustainable economy, but the big news in proxy voting for 2021 is what other investors are doing! Investor support for key environmental, social, and governance (ESG) proposals has been slowly […]
Click Here to View PDF Overview: The past few years have tested the resilience of humanity. This test does not appear to be over, as evidenced by global GDP growth, which has yet to return to pre-pandemic levels. Figure 1. Real US GDP While normalcy has yet to return to most countries globally, it appears […]
Step Away from the Punch Bowl By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies The economic backdrop in the fourth quarter of 2021 was somewhat uneven. Domestic GDP growth reaccelerated in October and November (it had dropped to 2.3% in Q3 but is estimated to have grown close to 7% in […]
Read the entire article here The fossil fuel industry is increasing production for the coming years—and COP26 did not bring about much change on this front. Here’s how to use your stock choices to fight for change.
Listen to the Deep Impact Investing Podcast here In October 2021, Kimberly Griego-Kiel took part in the ESG For Impact! Conference in Colorado Springs. Now back with part two of her ESG for Impact! miniseries, Kim welcomes George Gay, the CEO of First Affirmative Financial Network, and Ebony Perkins, Self-Help Credit Union’s Vice President and […]
Click Here to View PDF Overview: Price Inflation Creation COVID has caused worldwide economic upheaval since the pandemic began and continues to do so. Global economies have struggled to adjust to the many kinks COVID has created in supply chains, and virtually every industry has been affected. As shown in Figure 1, the inflation caused […]
Click Here to View PDF The Advocacy Long Game Media headlines, and even our own headlines, tend to emphasize the big advocacy “win”, but those wins are more often than not years (and even decades) in the making. We highlight the Bristol Bay campaign because collective action by like-minded investors is clearly making a difference-and […]
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 […]
We are very proud to be ranked a Top Financial Advisor in Colorado by SmartAsset. While we are based in Colorado, we service advisors across the country. We welcome the opportunity to serve you no matter where you live. Read the full story by clicking here
Click Here To View PDF Overview – COVID Continues to Dominate COVID-19 remains the greatest threat to economic stability. This is due, in part, to the many dislocations COVID-19 has created socially and across the economy. Economic activity is returning to pre-pandemic levels across many sectors. As shown in the graph below, many US industries […]
