More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments....

Envision Wealth Planning has a passion for helping clients incorporate women’s empowerment and other personal values into their financial plans. We help clients invest in companies with strong financial records, as well as how those companies treat the women who work for them. Our founder...

Are you inadvertently harming women’s equity with your investing strategy? If you are investing to get the returns of the S&P 500 without considering how these investments affect women, then the answer is yes. Of the approximately 5000 stock indexes available in the U.S., the...

In this post, we examine how our investment planning returns (outcomes) can vary based on our investment experience and behavior. Investment Planning and Investing on Average When you hear the average return is 10%, what do you think you’re going to get the next five...

Investing has always been considered a “secular endeavor,” while Biblically Responsible Investing (BRI) has been largely ignored. Before I became an investment adviser, my wife’s retirement plan advisor to us, “make money and give it to charity later.” What he didn’t understand was that, to...