Events

Impact Investing: How to Invest for People, Planet, and Profit; February 9^th, 6:00 PM, at The Community Library in Ketchum.  All investments have social, environmental and financial impacts, the question is “what kinds of impact?” This presentation will offer an array of options to help ensure that your investments have a positive impact. Whether you have millions or a small IRA and bank account, you can put your money to work in a way that supports the environment, communities, and corporate responsibility. I will be presenting with Elise Lufkin of ImpactAssets.

Discussion Circle for Women on Finances.  This get-together is an opportunity for women to share thoughts, feelings, questions and concerns about money and related topics (retirement, debt, investments, role in relationships, etc.). We have met monthly since October 2011 and are in the process of planning our February meeting. If you are not already on the email list and are interested in participating, please email me or call.

Divorce Resource Workshop.  I am working with several other professionals to put together a workshop for women who are divorced or might be getting divorced.  It will cover legal issues, financial planning, and how to take care of yourself before, during, and after the divorce.  Please email me or call if you are interested in receiving an invitation.

Introduction to Sustainable Investing. November 8^th, 6:30-8:00 PM in Hailey through the College of Southern Idaho.  This workshop will provide an overview of sustainable or socially responsible investing, and will teach you how to research sustainable mutual funds. The class will also address community investing (like microfinance) and shareholder activism. To register ($15 fee) call 208-788-2033.

Articles and E-Newsletters

Recent Sustainable Investing E News by Kathy Stearns

Jan 2012    Planning Tip - Develop an Investment Strategy

           Sustainable Investing - Competitive Performance

Nov 2011    Planning Tip - Year End Reminders

    Sustainable Investing - Occupy Wall Street

Oct 2011     Planning Tip - Baby Here or on the Way?

    Sustainable Investing - Highlights from "SRI in the Rockies"

Sept 2011   Planning Tip - Planning for College

    Sustainable Investing - Innovation and Frustration

Aug 2011    Planning Tip - Mananaging in Uncertainty

    Sustainable Investing - Inner Workings of a Sustainable Mutual Fund

July 2011    Planning Tip - Saving for Retirement

    Sustainable Investing - Corporate Sustainability

June 2011   Planning Tip - Social Security

    Sustainable Investing - Sustainable Capitalism

May 2011    Planning Tip - Life Insurance - Who Needs it and What Kind?

    Sustainable Investing - What has it Done for the World Lately?

April 2011   Planning Tip - Bucket Budgeting

    Sustainable Investing - Community Investing

March 2011 Planning Tip - Paying for Financial Advice

    Sustainable Investing - Fracking - Shareholder Efforts for Transparency

 

Articles by Kathy Stearns

Financial Advisors vs Brokers  Diversity, March 2011

Tax Management  Diversity, February 2011.

Investment Basics  Diversity, January 2011.

Planning for the Unexpected  Diversity, November 2010.

Managing Cash  Flow  Diversity, September 2010.

Who Needs Life Insurance?  Diversity, August 2010.

Saving for Retirement  Diversity, July 2010.

Financial Planning for Unmarried Couples  Diversity, June 2010.

Your Financial Life  Diversity, April 2010.

What is Sustainable Investing  Idaho Womens Journal, April 2010.

Sustainable Investing Makes Sense   Sprout Magazine, Spring 2009.

 

 First Affirmative Financial Network Newsletters

Market Commentary  Winter 2012

Affirmative Thinking  Winter 2012

Market Commentary  Fall 2011.

Affirmative Thinking  Fall 2011.

Market Commentary  Summer 2011.

Affirmative Thinking  Summer 2011.

Market Commentary   Spring 2011.

Affirmative Thinking   Spring 2011.

Deeper Thinking  Special Report on Shareholder Advocacy, January 2010.

Deeper Thinking  Special Report on Community Investing, October 2009.

 

Podcasts

Idaho Business Matters, Boise State Public Radio, May 2009.

What is Sustainable Investing?

Why Sustainable Investing Makes Sense

How Sustainable Investing Promotes Corporate Responsibility