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 […]
First Affirmative Financial Network, a leader in values aligned investing, views proxy voting and advocacy as the impact of ownership. The firm stands by the values it shares with its clients and is committed to making a difference through working with Advisors and end-clients to generate the change they wish to see in the world. […]
We Stand Out! For the first time ever First Affirmative’s Values Aligned Direct Index Solutions (VADIS) built in partnership with YourStake, gained a top ranking in Advisor Satisfaction with a 9.33 in the new Portfolio Design Solutions category in the T3/Inside Information Survey. View full announcement here.
George Gay recently sat down with the Host of the Dollars and Change Podcast, Peter Krull to take listeners on a journey about Values-Aligned Investing for an impact. We do what we do to make life better for everyone. View the Podcast here.
Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS. View full article by clicking here.
Quo VADIS – Where are you going? By Theresa Gusman Overview The S&P 500 advanced 11.7% in the fourth quarter, cementing a 24.3% rise in 2023. Through most of last year, the S&P 500’s narrow leadership camouflaged the paltry returns of the broader index and punished investors underweight the Artificial Intelligence (AI)-fueled stocks known as […]
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View the Full PDF Here By Richard Frankel Figure 1. Economic Growth and the Composition of GDP This is a snapshot view the full Economic Commentary below. View the Full PDF Here
View the Full PDF Here Corporate profits to decline: Priced in or “the other shoe”? By Theresa Gusman Overview Inflation’s surge to a 40-year high in 2022 let the Fed to an unprecedented series of interest-rate increases, cratering the bond market and sending stocks tumbling. Following a 24.9% decline in the first three quarters 0f […]
Listen on Apple Podcasts The Weighing Machine with Rusty Vannemann, CFA CMT Environmental, Social, and Governance (ESG) investing has grown in popularity as people become more aware of sustainable and responsible investing. Investors are increasingly interested in companies that are offering values-aligned investing and want to incorporate socially responsible investing into their portfolios. In this episode, […]
