Tag: YourStake

Empowering Generational Wealth Transfer Through Values-Driven Investment Strategies

Read the Full Article Here. As the Silent Generation and Baby Boomers approach the stage of life where wealth transfer becomes imperative, it is essential to focus on wealth preservation while bearing in mind your heirs’ interest in values-aligned investing. By 2029, Millennials are expected to propel the impact investing market to an extraordinary $1.3 [...]
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A Triumph for our Values-Aligned Direct Index Solution

For the Second Year in a Row, We Stand Out! The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work […]

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10 Reasons Why a Direct Indexing Solution Can Help You Grow Your Practice

Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy.  By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]

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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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