YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors

YourStake, YourStory Ep. 5 - Why ESG is the GPS of Investing, ft. Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC

YourStake, YourStory Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person, ft. Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments

YourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial

YourStake, YourStory Ep. 2 – What Sustainable Investing Does and the Impact it Creates ft. Jason Howell, CFP®, CPWA®, CSRIC®, Founder and President, of the Jason Howell Company

YourStake, YourStory Ep. 1 - ESG isn’t just “one size fits all” ft. James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning.

Achieving Success through ESG

How do successful advisors use ESG to connect with prospects and strengthen relationships with clients?

Does a Tobacco Company Belong in an ESG Portfolio?

Making sense of ratings discrepancies from company to company.

Driving Change: When ESG Investors Act Like the Majority

The power of shareholder engagement.

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

Three approaches to handling missing data.

4 Tips for Talking About Impact Reporting in Client Meetings

Best practices for reporting on your portfolio's impact.