Tag: #firstaffirmative

A Triumph for our Values-Aligned Direct Index Solution

For the Second Year in a Row, We Stand Out! The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work […]

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10 Reasons Why a Direct Indexing Solution Can Help You Grow Your Practice

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 […]

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Wasmer Schroeder Quarterly Bond Market Overview 3Q 2024

Finally By Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager As we guessed (hoped) in our update last quarter, the third quarter finally delivered some action on several fronts worthy of discussion and analysis. The U.S. economy continued to perform reasonably well, as well, as third quarter Gross Domestic Product growth in currently […]

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Showcasing the Power of Active Ownership: Demanding Action on Child Labor from McDonald’s and Wendy’s

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. […]

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