Welcome to the new YourStake.org!

Gabe Rissman

Gabe holds a B.S. in computational astrophysics from Yale. He also led Yale's fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which became the first-ever student investment fund to file under his leadership a shareholder resolution. Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing.

Ep. 11 - How beekeeping brought me into ESG investing
Podcast - YourStake, Your Story

Ep. 11 - How beekeeping brought me into ESG investing

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.
Ep 10. Using an AND approach to creating good in the world
Podcast - YourStake, Your Story

Ep 10. Using an AND approach to creating good in the world

Hear from an industry expert, Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial on why he uses an "and" approach to creating good in the world through investing
Ep. 9 - The Future of Investing should be Values-Based
Podcast - YourStake, Your Story

Ep. 9 - The Future of Investing should be Values-Based

Hear from an industry expert, Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial on why the future of investing should be values-based.
Ep. 8 - Why you ought to talk about societal issues with your money manager
Podcast - YourStake, Your Story

Ep. 8 - Why you ought to talk about societal issues with your money manager

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.
Ep. 7-  Making an Impact & Imaging What the Future Holds
Podcast - YourStake, Your Story

Ep. 7- Making an Impact & Imaging What the Future Holds

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunities.
What does BNY Mellon’s fine mean for ESG?
Practice Management

What does BNY Mellon’s fine mean for ESG?

Hear YourStake's thoughts on what the recent fine on BNY Mellon could mean for the future of ESG investing.
Ep. 6 - Investing with Your Values without Compromise
Podcast - YourStake, Your Story

Ep. 6 - Investing with Your Values without Compromise

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.
Ep. 5 -  Why ESG is the GPS of Investing
Podcast - YourStake, Your Story

Ep. 5 - Why ESG is the GPS of Investing

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing
Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person
Podcast - YourStake, Your Story

Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.
Ep. 3 - Financial Literacy is Incomplete Without Financial History
Podcast - YourStake, Your Story

Ep. 3 - Financial Literacy is Incomplete Without Financial History

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy
Ep. 2 – What Sustainable Investing Does and the Impact it Creates
Podcast - YourStake, Your Story

Ep. 2 – What Sustainable Investing Does and the Impact it Creates

Hear from Jason Howell, CFP®, CPWA®, CSRIC®, Founder, President, and Family Wealth Advisor at the Jason Howell Company on what sustainable investing does and how to create impact.
Ep. 1 - ESG isn’t just “one size fits all”
Podcast - YourStake, Your Story

Ep. 1 - ESG isn’t just “one size fits all”

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.
Achieving Success through ESG
Practice Management

Achieving Success through ESG

ESG investing can be hard to navigate, this guide helps establish a routine to help offer the best experience for your clients when it comes to reporting on ESG investments.
Driving Change: When ESG Investors Act Like the Majority
Practice Management

Driving Change: When ESG Investors Act Like the Majority

The power of shareholder engagement and how companies can change by just the uplifting of voices.
Does a Tobacco Company Belong in an ESG Portfolio?
Practice Management

Does a Tobacco Company Belong in an ESG Portfolio?

Making sense of rating discrepancies from company to company and addressing the common question, "What is and is not considered ESG?"
The Data Behind ESG: What do you do when you don't have a data point?
Practice Management

The Data Behind ESG: What do you do when you don't have a data point?

Three approaches to how YourStake handles missing data in their collection process and how to build transparency and trust in reporting.
4 Tips for Talking About Impact Reporting in Client Meetings
Practice Management

4 Tips for Talking About Impact Reporting in Client Meetings

Reporting on investment impact can be hard, but utilizing YourStake's reports can create ease and allows you to showcase the areas for leadership and growth.