Strategy Squad: Wealth Management, Financial Planning, Investment Advice

01/04/2022

The Insurrection doesn’t happen without a wink & nod from Corporate America. Rahna Epting, MoveOn; Dorian Warren, Community Change; and Rashad Robinson, Color Of Change explain how BlackRock, Fidelity, Vanguard and State Street used their shareholder power to perpetuate racist corporate practices. You either stand with our communities or you’re

01/04/2022

Read this new report! -- Equity in the Boardroom: How Asset Manager Voting Shaped Corporate Action on Racial Justice in 2021

Equity in the Boardroom: How Asset Manager Voting Shaped Corporate Action on Racial Justice in 2021

10/05/2021

Nicole was recently interviewed by Kimberly Jones of Self-Help Federal Credit Union for the GreenMoney Interviews series - featuring Women of Color who are emerging leaders in SRI and community investing. let us know what you think of the interview!

Welcome to the ongoing GreenMoney Interviews series. This issue features two Women of Color who are emerging leaders in Socially Responsible Investing and Community Investing: Kimberly Jones of Self-Help Federal Credit Union who interviews Nicole Middleton Holloway of Natural Investments. Here is th...

08/29/2021

Our CEO, Nicole Middleton was recently quoted in this CNBC article on socially responsible investing.

If you care about the environment, sustainability and social justice, try socially responsible investing.

04/28/2021

California Minority Counsel Program recently put on an excellent Financial Literacy panel with great information to help you start your journey to Financial Freedom. Some excellent advice on savings and budgeting, preparing for home ownership & most important documents for an estate plan.

This is "2021 CMCP Financial Planning 101: Preparing for the Planned and the Unexpected" by CMCP on Vimeo, the home for high quality videos and the people…

11/04/2020

Dear FB community, as we await election results, we want to remind you to focus on the things you can control. What support do you need from your advisors at this time?

10/09/2020

WEBINAR REPLAY: Sept 2020 we co-hosted a webinar on Climate Activism and Fossil Fuel Free investing with Carrie VanWinkle & Sylvia Panek at Natural Investments, LLC and Gigi Norcross (at Green Century) as part of Climate Week. Learn about the state of affairs and how to divest from dirty energy in your own portfolio.

On September 2020, during Climate Week, Natural Investments and Green Century discussed fossil fuel divestment as a part of the battle to curb climate change...

09/18/2020

Hi everyone, we are co-hosting a webinar on Sept 24th 10am PT on divesting out of fossil fuel investments. I hope you can join us! See registration details below.

During Climate Week in September 2020, Natural Investments and Green Century are hosting a webinar on fossil fuel divestment as a part of the battle to curb climate change. Learn about the state of affairs and how to divest from dirty energy in your own portfolio. Carrie VanWinkle, Natural Investmen...

07/17/2020

"if ever there was a time to invest in shifting the paradigm of wealth inequality and institutionalized racism, the time is now." - Amy Pender, Natural Investments

In the US, people living in poverty are twice as likely to die of the coronavirus than their wealthy counterparts and almost three times as likely if they are poor and black.

07/17/2020

WEBINAR REPLAY: Recently our team at Natural Investments held an educational webinar on Investing in Black Economic Liberation given the raised level of consciousness in investing, giving and spending in black communities. The webinar featured inspiring female leaders who are working hard to build the solidarity economy — Malaika Maphalala, Kate Poole and Tiffany Brown of Chordata Capital, Ebony Perkins with Self Help Credit Union, and Sara Loving with BetterBankingOptions.com . We have made the recording available to watch again, as well as compiled a list of resources on how to move your money. https://strategysquad.com/webinar-replay-investing-in-black-economic-liberation/

The 2020 protests against police brutality towards Black Americans highlight both the institutional racism of the criminal justice system and the economic disparities facing people of color in this country. Where do we go from here?