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ESG/SRI (Environmental - Social - Governance) Investing

We sift through the world of investments and find the options that fit you morally. Many investors unknowingly are promoting and assisting in companies' actions (or products or waste) that hurt the world, community and humankind. Investing with this lens gives you back your power within the marketplace. 

We sift through the world of investments and find the options that fit you morally. Many investors unknowingly are promoting and assisting in companies' actions (or products or waste) that hurt the world, community and humankind. Investing with this lens gives you back your power within the marketplace. 

Such investment screens can be

  • Women lead/governed companies
  • Green power industry
  • Low carbon footprint
  • Climate change prevention
  • Environmental protections
  • Promoting clean water and oceans
  • DEI (Diversity, Equity and Inclusion)
    • Gender, race, sexual orientation
  • No tobacco or alcohol
  • No gun manufacturers
  • No meat industry
  • No companies involved in the meat industry
  • No nuclear

Curious about the different Core Values you can invest in? 

Download the Values Checklist here

Read Carrie's articles and blog postings by clicking the links below

Support Neurodiversity Through Investments!

Support Neurodiversity Through Investments!

Investing in support of Neurodiversity has just become easier! There is a new index called the Neurodiversity Index, that helps you invest in companies that are generally benefitting the Neurodivergent community. Learn about how the index can make the world a better place!

READ THE BLOG POST HERE
Investing in SRI/ESG: The Decade's Next Big Growth Trend?

Investing in SRI/ESG: The Decade's Next Big Growth Trend?

In this post Carrie outlines 10 main reasons why SRI/ESG investing could be the biggest growth opportunity to 2030. 

READ THE BLOG POST HERE
Should I Invest in This?

Should I Invest in This?

In the December 5, 2020 blog post Carrie discusses the reasons why Alternative Energy sources might be a good addition to your portfolio. With the US being such a low consumer of alternatives some may claim it's not a great growth option, but Carrie's opinion differs as she sees it as an opportunity. Many countries, including the US and China, two of the biggest energy consumers on the globe, promising to decrease their net-carbon emissions to zero in the near future, the growth in demand could be exponential. Furthermore, the possible job growth in this industry could be a game-changer for many economies. 

Read the blog post here
Investing for Social Justice with Bonds

Investing for Social Justice with Bonds

There are two main investment types available to most investors- stocks and bonds. In the world of Socially Responsible Investments there is far more variety of stock investments available than there are bonds. So if you’re specifically concerned with investing for a specific cause, say Social Justice, your options are currently quite limited. Regardless, there are close to a handful of bond types that I think could be considered as Social Justice oriented. Carrie explains the criteria to look for when looking to invest in a bond focused on promoting Social Justice. 

Read the blog post here
The Water's On!

The Water's On!

March 22 was World Water Day. In this blog post water was likened to land in regards to Mark Twain’s famous quote, “Buy land, they aren’t making it anymore”. This isn't to say “buy water, they’re not making it anymore”, but instead suggesting there is a reason to invest in making clean water available. Whether you’re a believer in climate change or not, the hydrological cycle has been changing and therefore increasing flooding, severe hurricanes and droughts. These extremes are causing not only a limitation to our clean water supply, but it’s affecting the spreading of disease, and adding more pollution.

Read the blog post here
Wait, Climate Change Can Affect My Municipal Bonds?

Wait, Climate Change Can Affect My Municipal Bonds?

In this blog post Carrie takes you through a deep dive into Municipal Bonds to see how these desirable investments might have a bitter bite in the coming years. The details might surprise you!

Read the blog post here
Women and COVID = Financial Distress and How To Combat It

Women and COVID = Financial Distress and How To Combat It

Women have been hit with the impacts of COVID much more so than males. The resulting implications will negatively the economy as a whole, but also the long-term financial stability of women. Learn how you can mitigate the impacts to your fullest ability.

Read the blog post here
Why Do Google and Microsoft Make Up Most of my ESG Portfolio?

Why Do Google and Microsoft Make Up Most of my ESG Portfolio?

Carrie explains the difference between ESG and SRI investing, which can often be misunderstood as being the same strategy. Learn why they are different and find the ways to get under the hood to see what you're really investing in.

Read the blog post here
Earth Day 2021 - What Are You Going to Do Differently?

Earth Day 2021 - What Are You Going to Do Differently?

 Our waters are getting dirtier and closer to becoming undrinkable as the days creep on. Our communities and municipalities are under attack financially because of the shape of our climate. And, we’re in a crypto-currency craze which turns out is heavily polluting our world (University of Cambridge has collected data suggesting that bitcoin mining is producing emissions between 53 and 127 million megatons of carbon dioxide!)1 This Earth Day, take a moment to review a checklist of 108 earth-friendly habits.  How many of these can you check off your list? How many of these are you willing to make a commitment on?

Read the blog post here
Investing in the Cannabis Industry

Investing in the Cannabis Industry

In the March 19, 2020 blog post Carrie takes a deep dive into the environmental impacts of the cannabis industry. Pulling the curtains back show a different side of the industry than many might perceive.

Read the blog post here
Are you Passively Funding Hate Crimes?

Are you Passively Funding Hate Crimes?

In Our Lives Magazine's August 2016 issue Carrie was interviewed by Abigail Churchill, JD, regarding how investments can be passively funding firearms and therefore endorsing hate crimes. Read more on pages 58-60 in the article titled Are You Passively Funding Firearms?

Read the article here
Greenwashing Investments

Greenwashing Investments

In the April 1, 2020 blog post Carrie exposes one of the new trends of Greenwashing in the ESG/SRI marketplace. Learn more about this new phenomenon.

Read the blog post here
Combining Racial Justice and Investments

Combining Racial Justice and Investments

In light of the recent surge in the Black Lives Matter movement, this blog post explains how investing can be part of the change.

Read the blog post here

Read more interesting articles below.

<p>Investing with Your Heart</p>

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More
<p>How to Invest in LGBTQ+ Friendly Companies</p>

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More