Events

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.

Articles and E-Newsletters

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

                                       Their Shareholders

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

                                         Operation?

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

    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 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.

 

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