In this Issue

Charles Hamowy, CFP®, CPA/PFS – Editor In Chief

With the new day comes strength and new thoughts

— Eleanor Roosevelt

And so it is. 

The Socially Inspired Investor (SII) now focuses our new thoughts around post-pandemic investing. If the trend continues, as we see from the articles we have curated for you at the ESG In Focus section, then for the first time, investors may be liberated from the binary choice of deciding whether to do good, according to their values, or compromising their values for investment returns.

The current strong performance of ESG oriented investments has opened the eyes of many of the titans of the investment world including Morgan Stanley, Goldman Sachs, AllianceBernstein and others. CNBC is devoting significantly more segments to ESG investing and shareholders and consumers are demanding increased accountability on a myriad of social values. Of course, defining personal values is well…very personal. Racial injustice, diversity, preferences around energy sources, cannot be just lumped together and be relevant to everyone. In future SII issues we will look to create a framework on how to “customize” your ESG.

ESG investing seems to align very well with post-pandemic investing. Similarities include more focus on technology, inclusive corporate culture, health orientation and a platform to embrace the personal values that support social interaction.

But there most certainly must be tradeoffs to consider as well. It might be that to achieve size and scale,…

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The Socially Inspired
Investor Podcast

Impact Investing in a Post-Pandemic World with UNCDF and Impact Shares

Hosted by Pat O'Neill
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Guest Article

Helping Others Globally

Esther Pan Sloane
UNCDF
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Latest Articles

Basic Investing

If You Must Negotiate Your Bills – Here’s how

Veronica Dagher
WSJ - Personal Finance
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Basic Investing

Five Questions to Ask Before You Invest

Veronica Dagher
U.S. Securities and Exchange Commission
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Basic Investing

Muni Bond Basics for Investors: Know the Benefits & Risks

Bruce Blythe
The Ticker Tape
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Spotlight On...

Esther Pan Sloane and the United Nations Capital Development Fund (UNCDF)

The Socially Inspired Investor Digest
The Socially Inspired Investor Digest
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Spotlight On...

Seasons of Advice Wealth Management, Stewardship Personal Values PortfoliosSM

The Socially Inspired Investor Digest
The Socially Inspired Investor Digest
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ESG in Focus

ESG proves its resilience in the fastest bear market in history

Jonathan Rogers
The Asset
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ESG in Focus

The new normal in sustainable investing post-COVID-19

Mark Tulay
GreenBiz
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ESG in Focus

From ‘E’ to ‘S’ and ‘G’ as responsible investors take stock post-pandemic

Mike Scott
Ethical Corp
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Archive

ESG in Focus

From ‘E’ to ‘S’ and ‘G’ as responsible investors take stock post-pandemic

Mike Scott
Ethical Corp
Read
Basic Investing

If You Must Negotiate Your Bills – Here’s how

Veronica Dagher
WSJ - Personal Finance
Read
ESG in Focus

ESG proves its resilience in the fastest bear market in history

Jonathan Rogers
The Asset
Read