CW BLOG
This is the culmination of a near 50-year hero’s journey that has helped move the financial industry away from measuring success exclusively through the lens of financial profit (the reductionist single bottom line) to a more comprehensive triple bottom line metric driven by ESG data.
Read MoreDIVESTING is the act of selling investments, or banning new investments, in areas of ethical and/or financial concern. The modern divestment movement started in 1758, when the Quaker yearly meeting unanimously issued a proclamation forbidding its members from profiting from the slave trade. Drawing from that 200-year-old example, divestment was used as tool to fight apartheid in South Africa in the 1970s and ’80s.
Read MoreMany of us approach our personal finances with a sense of shame on the one hand or of “doing the right thing” on the other. Very rarely do we approach our own finances with a sense of kindness; kindness for ourselves, kindness for the people we provide for and kindness for the world at large. And yet, care is at the heart of most financial choices we make.
Read MoreACROSS THE SPECTRUM OF PEOPLE I ENCOUNTER, from quite wealthy to not at all wealthy and young to old, there is despair about the current role of money in the world. As one new client recently said to me, “I guess I believe that capitalism is irredeemably evil.” That isn’t an easy thing for a financial advisor to hear, but it is a real sentiment for many of us if we give our despair a voice.
Read MoreAs a conscientious investor, how do you know what to do when you get those shareholder letters in the mail asking you to send in a proxy vote? There are several shareholder advocacy organizations that compile impact data on companies and mutual funds so that...
Read MoreGender lens investing is among the latest trends in impact investing. This approach to investing advocates gender equality for cis and trans girls and women. Recently, a client asked about our approach here at Centered Wealth. Our initial conversation with clients...
Read MoreOur unique approach to Impact Investing https://centered-wealth.com/wp-content/uploads/ImpactU-interviews-Jina-Penn-Tracy-of-Centered-Wealth0D.mp3 For ImpactU Steve Distante interviewed me on my holistic approach to impact investing. Authenticity comes from intrinsic...
Read MoreSocially conscious and impact investors don’t behave like traditional investors. In my experience, they tend to hold steady during market fluctuations and stay invested over the long-term. They care as much about clean air and water as they do about how their investments are performing…
Read MoreIn this presentation, investment advisors Jina Penn-Tracy and Stuart Valentine, co-founders of Centered Wealth, presented the Centered Wealth Tree model, an integral approach to the financial planning & investment management process. The Centered Wealth model moves from the inner world of the individual into investment in the future we wish to manifest together.
Read MoreIn July I attended a two-day thought leadership summit, Philanthropy Transforming Finance: Building an Impact Economy. The summit was part of a larger initiative identifying the need for funders to work collaboratively to place longer-term, adaptive resources to fund...
Read MoreFrom a Centered Wealth client who became motivated to do more: I came into the financial planning field through an unconventional path— that is, not from the world of finance, but from my personal experience of moving money into socially-conscious investments. The...
Read MoreThis documentary poses questions critical to all our well-being: How can we move beyond being merely debtors and creditors, and put money in service to what we really care about as citizens, as human beings? Can we design a monetary circulation system that fosters...
Read More
