Impact Investing

Millennials, the most “Responsible” generation?

An emerging trend among millennials shows a desire to use their money to support causes that bring about change. A recent report by Nuveen Investments from their Annual Responsible Investing Survey found that the vast majority of millennials (92%) say “I care more about having a positive impact on society than doing well financially.” Among … Read more

Why Do Advisors Not Offer SRI Portfolios

It seems that no matter how much evidence flows in that counters the pervasive idea that responsible investing produces inferior returns, most investment professionals still choose to deny the facts. Responses from my local Bend colleagues regarding Socially Responsible Investing (SRI) continue to be influenced by this misconception. This is still the main reason they … Read more

Investing for Impact, Portland

I had the opportunity last week to make the beautiful drive over to Portland to take part in an annual Socially Responsible Investment event. This has always proved to be motivating and full of great information about the latest SRI trends and insight. Here are a few facts and figures from the event highlighting SRI … Read more

Lessons from MLK and the Influence of our Dollars

(I am proud to introduce my 23 year old son Caleb as the guest blogger of this post! I love his reflections on how the methods of Dr. Martin Luther King Jr. during the Civil Rights Movement can be applied to responsible investment issues.) There isn’t a day that passes without hearing of something wrong … Read more

Philanthropic Foundations doing more harm than good?

I know, this sounds like a silly question. Does anyone really think that organizations which are giving billions of dollars for good causes are actually causing any harm? Before answering, it is important to understand how private foundations usually operate. To avoid an IRS penalty, these foundations are required to annually distribute 5 percent of … Read more

Chocolate like Gold

Chocolate is like gold around our house. Ever since my teenaged daughters found out about non-fair trade practices in the chocolate industry, we’ve had to adjust our intake. Fair Trade chocolate bars are expensive! None of my 8 kids will hesitate to tell you that it’s worth the sacrifice if it means preventing another child from … Read more