Kathy is available for discussions and workshops on: sustainable investing, financial planning for unmarried couples, money and values, general financial planning, and other related topics. Contact me directly for more information.
There are no public events scheduled at this time. Please check back.
Recent Sustainable Investing E News by Kathy Stearns
May 2013 Planning Tip - I'd Rather Invest in Real Estate than the Market
Sustainable Investing - Fossil Fuel -Free Portfolio
Apr 2013 Planning Tip - Health Care Costs in Retirement
Sustainable Investing - First Affirmative Advocacy Highlight
Mar 2013 Planning Tip - Financial Planning for 20-Somethings
Sustainable Investing - New Twist on Companies Fighting
Feb 2013 Planning Tip - Organize and Plan for the Inevitable
Sustainable Investing - Do your Investments Support Politcal Causes
that you Oppose?
Jan 2013 Planning Tip - Breaking Up? Think About Your Finances
Sustainable Investing - The Business Case for Sustainability
Dec 2012 Planning Tip - Fiscal Cliff? Control What You Can
Sustainable Investing - Green Funds and Fossil Fuel
Nov 2012 Planning Tip - Save More for Retirement - Join the 1% Movement
Sustainable Investing - Investing in "Green Buildings" - Options Grow
Oct 2012 Planning Tip - Portfolio Performance
Sustainable Investing - Hershey and Fair Trade Chocolate
Sep 2012 Planning Tip - I Don't Need a Will - Really?!
Sustainable Investing - Is Socially Responsible Investing Dead?
Aug 2012 Planning Tip - Your Money Personality
Sustainable Investing - Conservation and Community Investment Option
July 2012 Planning Tip - Asset Classes and Performance
Sustainable Investing - Are you Invested in a Sustainable Goat Cheese
June 2012 Planning Tip - Old 401Ks and 403Bs- When to hold 'em, when to Roll 'em
Sustainable Investing - How do your Mutual Funds Vote?
May 2012 Planning Tip - Early Withdraws from Retirement Accounts
Sustainable Investing - Efforts to Clean Up Fracking
April 2012 Planning Tip - Changing Tax Laws and Investments
Sustainable Investing - The Impact of Sustainable Investing
Mar 2012 Planning Tip - Long Term Care Insurance
Sustainable Investing - Performance and 2012 Proxy Action
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
June 2011 Planning Tip - Social Security
Sustainable Investing - Sustainable Capitalism
May 2011 Planning Tip - Life Insurance - Who Needs it and What Kind?
April 2011 Planning Tip - Bucket Budgeting
March 2011 Planning Tip - Paying for Financial Advice
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 2013
Affirmative Thinking Winter 2013
Economic Commentary Winter 2013
Market Commentary Fall 2012
Affirmative Thinking Fall 2012
Economic Commentary Fall 2012
Market Commentary Summer 2012
Affirmative Thinking Summer 2012
Market Commentary Spring 2012
Affirmative Thinking Spring 2012
Market Commentary Winter 2012
Affirmative Thinking Winter 2012
Deeper Thinking Special Report on Shareholder Advocacy, January 2010.
Deeper Thinking Special Report on Community Investing, October 2009.
Idaho Business Matters, Boise State Public Radio, May 2009.
What is Sustainable Investing?
Why Sustainable Investing Makes Sense
How Sustainable Investing Promotes Corporate Responsibility
Sustainable Investing and Community Investing
How to Invest Sustainably