Author: First Affirmative

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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Women to control $30 trillion in assets by 2030

Women and millennials value investment principles that have a positive impact on challenging issues, such as climate change, gender diversity, social justice, and employee equity. Demographic trends are among several powerful political, economic, and societal forces combining to produce a global investment landscape that demands increased alignment of core values and investment decisions.  Please read […]

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