Podcasts about blx

In Episode #22 of NAPFA Nation, host Marie Swift speaks with Luis Rosa, CFP®, EA, founder of Build a Better Financial Future. The discussion revolves around empowering first-generation wealth creators, particularly immigrants or children of immigrants, who often face challenges related to financial literacy and family obligations. Rosa highlights the significance of understanding client struggles such as “success guilt” and “lifestyle creep,” advocating for a hands-on, holistic financial planning approach that prioritizes clarity and simplicity. He outlines essential milestones in financial management, such as home purchasing and debt repayment, while emphasizing the benefits of a fee-only fiduciary service to eliminate conflicts of interest. The conversation also touches on the BLX internship program – a vital initiative he co-founded to enhance diversity within the financial planning field – and encourages advisors to actively engage in professional communities like NAPFA, XYPN, and FPA to foster growth and support. In a nutshell: First-Generation Wealth Creators have unique challenges While they may be first in their family to graduate college and get jobs with benefits in the US, they lack financial literacy despite good income They face challenges of the “sandwich generation” earlier and often struggle with balancing family responsibilities and personal financial goals Rosa works to help clients overcome success guilt and lifestyle creep through modular, hands-on planning with professional guidance and a holistic approach beyond investment management to implement plans in manageable steps Key milestones include buying a home, paying off debt, building emergency savings Learn more about Rosa and his company at  www.BuildaBetterFinancialFuture.com. Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org.

This week's podcast is proudly sponsored by OM SYSTEM. Right now, they've got deals that'll have you upgrading your camera gear. For example, the shockproof, waterproof, freezeproof, and crushproof Tough TG-7 is a camera that's as rugged as your adventures that is available now for $50 off: $499.99.   That is not all though! Nearly all M.Zuiko Pro lenses are an incredible $200 off. And for those looking for versatility without compromising on quality, most non-pro M.Zuiko lenses are now up to $400 off. And as if that wasn't enough, here's something to get excited about: Order the brand new OM-1 Mark II and receive a free BLX-1 battery (with the purchase of an OM-1 Mark II body or kit. The OM-1 Mark II body only is  $2,399.99 while the kit, which includes the OM-1 Mark II with 12-40mm PRO II lens, is $2,999.99 U.S.The savings don't stop there! Bundle your OM-1 Mark II with qualifying lenses and save an additional $300, plus receive that free battery! Time is ticking. Don't miss out on these incredible deals—remember, they're only available until March 31st. Head over to explore.omsystem.com/petapixel or visit your local authorized OM SYSTEM retailer to take advantage of these unbeatable savings today! The team dissects the week's biggest news including the reveal of Sony's 247-megapixel medium format sensor. Leica also admitted that selling L-mount cameras is harder than selling its M- or Q-series bodies. Also, Canva acquired Serif Affinity to become a player in the professional editing space. Finally, Fujifilm made its Limited Edition X100VI available to purchase in the United States last week and that was a whole ordeal with twists, turns, and an uncertain ending. The team is also joined by Matt Lloyd, ASC, CSC, who is a director of photography and a cinematographer, and you may know his work from Ava Duvernay's Origin, Marvel's Spider Man: Far From Home, Power Rangers, Fargo, and Insecure. He's also from Calgary, Alberta, where Chris and Jordan call home. Lloyd shares his experiences shooting a wide variety of subjects (music videos, television, and feature-length films) with both film and digital and explains what it's like working in Hollywood and the types of equipment he chooses for the different projects. We use Riverside to record The PetaPixel Podcast in our online recording studio. We hope you enjoy the podcast and we look forward to hearing what you think. If you like what you hear, please support us by subscribing, liking, commenting, and reviewing! Every week, the trio go over comments on YouTube and here on PetaPixel, but if you'd like to send a message for them to hear, you can do so through SpeakPipe. In This Episode: 00:00 - Intro, where we talk about first dates 07:25 - Sony has a new 247-megapixel medium format sensor 09:33 - Leica admits selling L-mount cameras is harder than M or Q series: https://petapixel.com/2024/03/22/leica-selling-l-mount-cameras-is-tougher-than-selling-a-q-or-an-m/ 13:36 - Canva acquires Affinity 17:23 - Fujifilm X100VI limited edition sale nearly crashes Fuji's site and sells out in minutes. Fuji will cancel "suspicious" purchases and raffle them. 22:16 - Matt Lloyd talks abou making feature-length movies, TV, and music videos 1:06:51 - What have you been up to? 1:08:05 - Logitech Mevo Core initial impressions 1:11:21 - Tech support 1:24:00 - Never read the comments

Thank you to OM SYSTEM for sponsoring the PetaPixel Podcast! OM SYSTEM unveiled its latest flagship camera, the OM-1 Mark II, on January 30, building upon the legacy of the original OM-1. With double the buffer size and impressive high-speed sequential shooting capabilities--up to 50fps with continuous autofocus -- the new camera offers enhanced autofocus performance, accuracy, and reliability. Anticipated to begin shipping any day now, insider information from OM SYSTEM revealed that they've extended their pre-order promotion, originally expected to conclude on February 26th, now extended until the end of March. Pre-order your OM-1 Mark II body or kit by March 31st and enjoy an additional complementary BLX-1 battery. Bundle your purchase with select lenses to save up to $300. Visit explore.omsystem.com/petapixel for more details! CP+ is typically a big stage at which Japan-based camera and lens manufacturers like to make a splash and 2024's show was no exception. Chris, Jordan, and Jaron break it all down in this week's PetaPixel Podcast. We use Riverside to record The PetaPixel Podcast in our online recording studio. We hope you enjoy the podcast and we look forward to hearing what you think. If you like what you hear, please support us by subscribing, liking, commenting, and reviewing! Every week, the trio go over comments on YouTube and here on PetaPixel, but if you'd like to send a message for them to hear, you can do so through SpeakPipe. In This Episode 00:00 - Intro 05:32 - Why last week was so busy 07:08 - Jordan's thoughts on the Canon 24-105 f/2.8 10:00 - Fujifilm's X Summit in Tokyo and the X100VI 21:17 - New Fuji lens is coming and film simulations via firmware 23:42 - Sigma's wide, weird, and wonderful new prime 24:50 - Sigma made the 15mm f/1.4 to prove a point 26:58 - Sigma's 500mm f/5.6 is optically perfect 29:10 - Sony's 24-50mm f/2.8 G is underwhelming? 34:16 - Sigma's Foveon isn't coming any time soon 38:27 - Panasonic's tiny all-in-one 40:38 - The original OM-1 got a firmware update 44:09 - Should Sigma make medium format lenses? It's CEO thinks so 47:00 - 2024 feels like it's going to be a big year 49:38 - What have you been up to? 57:59 - Tech Support 1:18:41 - Go check out GxAce's YouTube channel 1:22:13 - Never read the comments

ASX 200 made up yesterday's losses closing up 58 points to 7601 (+0.8%). First ‘Super Thursday' of results. BHP lost 1.7% on a huge write-down on nickel assets (more like liabilities) and Samarco issues. RIO dropped 0.7% with FMG 1.4% to the good. S32 results were greeted by a thud, down 4.6% and lithium stocks mixed. Oil and gas were down heavily as crude fell, WDS was off 3.0% (impairments announced after hours), and STO was down 0.8%. Coal stocks not such a merry old place as WHC fell 5.7% on disappointing earnings. Financials were firm, CBA modestly but the Big Bank Basket rose to $199.60 (0.6%). MQG had a very good day up 3.3%, coattailing on GMG and data centre outlook with it AirTrunk business. GQG up 4.9% following MFG up 4.4% on new CEO news and results. Insurers mixed ahead of results. REITs enjoyed a day out, GMG leading the pack with a guidance upgrade and a 7.0% rise. Yields fell on the jobs numbers giving the RBA room to move. SGP up 2.9% and MGR rising 1.3%. Industrials were firm with a good result from Kmart helping WES to a 5.0% gain. Supermarkets were higher, Tech gained on a bid for ALU, XRO up 5.8% and WTC rising 4.8%. Retailers were in demand on rate cut chatter, JBH up 3.6% and CTT still charging up 3.1%. Good comments on TPW helping it rally 6.4%. Plenty happening in corporate news: TLS drifted 2.3% lower on a quasi-guidance cut, PME was trashed 13.0% after meeting expectations, and DTL smashed on an earnings miss down 13.1%. BLX shone on its results up 5.3%. On the economic front, the headline unemployment the rate rose to 4.1%. The RBA will be pleased, yields dropped, Asian markets firmed, HK up 0.2% and Topix up 0.1%. Dow Futures up 5 points. NASDAQ Futures down 5 points.  Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

Thanks to our podcast sponsor OM SYSTEM! OM SYSTEM unveiled its latest flagship camera on January 30th, the OM-1 Mark II, which builds upon the legacy of the original OM-1. With double the buffer size and impressive high-speed sequential shooting capabilities--up to 50fps with continuous autofocus -- the new camera offers enhanced autofocus performance, accuracy, and reliability.   Anticipated to begin shipping in two weeks, insider information from OM SYSTEM revealed that they've extended their pre-order promotion, originally expected to conclude on February 26th, now extended until the end of March. Pre-order your OM-1 Mark II body or kit by March 31st and enjoy an additional complementary BLX-1 battery. Bundle your purchase with select lenses to save up to $300. Visit explore.omsystem.com/petapixel for more details! -- Internationally acclaimed photographer and videographer Kristi Odom joined the PetaPixel Podcast this week to discuss underwater photography. She explains how she captured some of her most stunning photos while also explaining general tips and techniques for any photographer interested in giving underwater wildlife shooting a try. We use Riverside to record The PetaPixel Podcast in our online recording studio. We hope you enjoy the podcast and we look forward to hearing what you think. If you like what you hear, please support us by subscribing, liking, commenting, and reviewing! Every week, the trio go over comments on YouTube and here on PetaPixel, but if you'd like to send a message for them to hear, you can do so through SpeakPipe. In This Episode 00:00 - Intro... Meet Kristi Odom! 06:00 - NASA goes mirrorless 07:38 - Space is very hard on cameras 09:17 - The Z8 gets a major firmware update 16:05 - Canon and Sony (again) say they're both #1. 19:36 - Kristi Odom's spectacular underwater photography 47:27 - Kristi's tadpole work 52:15 - What is on Chris's desk? 53:30 - Tech support 1:16:51 - Never read the comments

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial planning industry more inclusive in response to the civil unrest following George Floyd's murder. Through partnerships with organizations like the National Association of Personal Financial Planners (NAPFA) and sponsors like the Charles Schwab Foundation, the program has successfully provided opportunities for underrepresented groups, establishing a fresh pipeline of diverse talent for financial planning firms. The conversation touches on the transformative impact on both interns and firms, emphasizing the importance of mentorship, community, and the value derived from fostering diversity in the financial services industry. BLX's application window for firms to get involved and host an intern in summer 2024 closes on December 31st, 2023. Don't miss your chance to not only help the financial industry truly reflect the world we live in, but tap into BLX's pipeline of top-quality interns. Learn more and apply at blxinternship.org/

Are unpaid internships holding back the next generation?In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Chloé A. Moore, CFP®, a Financial Planner for Tech Professionals, the founder of Financial Staples, and co-founder of the BLX Internship Program. Together they talk about unpaid internships and the gate-keeping role they play for individuals from lower socioeconomic backgrounds. Chloé explains the challenges faced by the BLX Internship program in finding firms willing to hire interns, as well as the alternative opportunities they provide. They also discuss the importance of mentorship and accessibility in the industry.Chloé discusses: How the BLX internship program has grown over the past 3 yearsHow the internship program adds value to those who want to get into the industryHow firms can reach out to BLX and offer internship opportunitiesWhy it's important to reach out to different communities to diversify the professionThe impact of unpaid internships on candidates from lower socioeconomic backgrounds and how the BLX internship program is helping themThe barriers and challenges faced by firms in finding local interns and how virtual internships have increased the pool of available candidatesThe impact of unpaid internships on candidates from lower socioeconomic backgroundsAnd moreResources:BLX Internship ProgramConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Chloé Moore:Financial StaplesLinkedIn: Chloé MooreAbout our Guest: Chloé A. Moore, CFP® is the founder of Financial Staples and co-founder of the BLX Internship program. Chloé has had the privilege of helping people realize their potential and live the life of their dreams for almost two decades. She has also worked with a wide range of clients from multi-generational high net-worth families to recent college graduates. With each relationship, she gains more insight into how much our emotions and our history with money have an impact on our financial decisions. When she isn't working, you can find her exploring new restaurants, trying new recipes, listening to live music, or traveling.

Today's episode is such a treat with Holistic Nutritionist, and Creative Consultant, Carys Degenhardt.  Carys works to help clients navigate this beautiful earth more naturally. She offers a wide breadth of services falling under the topics of nutrition, creative and operations consulting. She is passionate about promoting vitality and optimal functioning through practices, nutrition and systems. Carys educates and empowers individuals, merging workable steps with inner shifting to create lasting change. With extensive personal experience in holistic living, mindfulness, and a corporate background in project management, she offers a comprehensive approach to all her clients. Her creativity and strategic thinking as a consultant allow her to streamline operations and provide innovative solutions.   IN THIS EPISODE WE TALK ABOUT:  -Regenerative living and what is a "regenerative lifestyle" -Clearing space to create room for things you do desire  -Reducing clutter in all areas of your life  -Letting go of what no longer serves you  -Cary's nomadic upbringing and lifestyle  -Staying healthy, vibrant and sticking to routines and rituals while traveling  -Shopping sustainability when buying new things, and investing in quality over quantity  -Vintage shopping tips and tricks  -Cary's picks for the best vintage stores, and online sources (links below)  -The perfect white tank top  -How to create and curate your lifestyle no matter where you are and where you go  -Staying organized, and her favourite app to do so  -Keeping a morning routine and grounding into your practices while on holiday, travels, and even when you are at home  -Carys's favourite natural beauty products, tools and practices  +++ so much more  Have a listen, share with a friend and let us know what you took away from this episode. We love hearing from you.    CARYS DEGENHARDT Instagram Youtube  Newsletter Boy Retreats    CARYS' LINKS  Online vintage/sustainable sourcing: www.etsy.com, www.garmentory.com, www.therealreal.com, www.vestiairecollective.com, https://reve-en-vert.com/  The Wanderly in Toronto: https://www.thewanderly.com/ Brand mentioned: https://laurenmanoogian.com/   Staples:  -Reformation tank: https://www.thereformation.com/products/calie-tank/1310381HTR.html?dwvar_1310381HTR_color=BLX&quantity=1 -Jungmaven (hemp) tees: https://jungmaven.com/collections/hemp-shirts-tank-tops /  https://jungmaven.com/collections/hemp-shirts-tank-tops/products/hemp-shirt-ojai-tee-cropped-women?variant=32359134462000&=undefined   Skincare: -Living libations: everybody loves the sunshine + poetic pits (gingerlily) -Dr Bronners baby unscented   ARL  Collection N0 01 - Beauty Sign Up (Use code: ARLPODCAST for $11 off the Collection price) The Solstice Kundalini Class Radiance Matcha Waitlist  Website  ARL Instagram  Lisa's Instagram Work with me 1:1 (1:1 Practice Closing June.30th)  Newsletter Sign Up     

ESG Stock Picks for January 2023. Articles include: “Jim Cramer recommends these 5 health care stocks in 2023”; “Goldman Sachs Says Investors Should Buy These 3 Solar Energy Stocks; Sees Over 50% Upside Potential”; “12 Best Solar Energy Stocks to Invest In Heading into 2023”; “8 Best Wind Power Stocks Of 2023”; and many more Transcript & Links, Episode 97, January 13, 2023 Hello, Ron Robins here. Though a little late, I sincerely wish you a terrific, happy, healthy, and prosperous New Year! So, welcome to my first podcast of 2023 episode 97 and published on January 13, 2023, titled “ESG Stock Picks for January 2023” — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Now if any terms are unfamiliar to you, simply Google them. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, several companies are covered more than once and there are also 12 article links below that time didn't allow me to review here. ------------------------------------------------------------- 1) ESG Stock Picks for January 2023 So, let's start with Jim Cramer recommends these 5 health care stocks in 2023, by Krystal Hur on cnbc.com. These are the five stocks with brief comments by Krystal Hur. “Danaher. Cramer predicted that the company will have a banner year in 2023 and called it ‘one of the best-run companies in any industry.' Pfizer. Praising the vaccine maker's acquisition of Arena Pharmaceuticals, Biohaven and Global Blood Therapeutics, he said that Pfizer stock is a steal. UnitedHealth Group. Cramer said that he likes the ‘best-of-breed' managed health care stock. Humana. He called the stock a ‘great turnaround story.' Edwards Lifesciences. Cramer says he likes the stock because the company's underlying business has been strong, despite the stock being down over 43% for the year.  Disclaimer; Cramer's Charitable Trust owns shares of Danaher and Humana.” End quotes. ------------------------------------------------------------- 2) ESG Stock Picks for January 2023 Now back to familiar territory with this article titled Goldman Sachs Says Investors Should Buy These 3 Solar Energy Stocks; Sees Over 50% Upside Potential. It's by TipRanks and found on yahoo.com. Here are some quotes from the story. “Banking giant Goldman Sachs believes the Inflation Reduction Act… clears the way for at least a decade-long runway for stable installation growth across all residential, commercial and utility-scale markets… We've used the TipRanks database to pull up three solar power recommendations by Goldman's 5-star analyst Brian Lee. Lee has tapped these stocks as buying propositions, and sees them bringing 50% upside – or better… 1. Enphase Energy, Inc. (ENPH) Inverters, Enphase's chief product line, convert the DC power to usable alternating current (AC) power suitable for residential and commercial distribution… Overall, there are 17 recent analyst reviews available on Enphase shares, and these include 14 Buys and 3 Holds for a Strong Buy consensus rating. (See Enphase stock forecast on TipRanks). 2. First Solar, Inc. (FSLR) … has been in business since 1999 and is the largest US-based maker of photovoltaic (PV) panels, focuses on cutting-edge PV technology, from the manufacture of thin-film PV modules at commercial scale to the maintenance and recycling of spent panels… Wall Street takes a bullish stance on First Solar. 12 Buys and 5 Holds issued over the previous three months make the stock a ‘Moderate Buy.' (See FSLR stock forecast on TipRanks). 3. Array Technologies, Inc. (ARRY) … has built its niche around solar tracker technology, needed to keep photovoltaic panels properly oriented to the sun for maximum power production… Overall, the 9 recent analyst reviews on ARRY add up to a Moderate Buy consensus rating, with 7 Buys, 1 Hold, and 1 Sell. (See Array stock forecast on TipRanks).” End quotes. ------------------------------------------------------------- 3) ESG Stock Picks for January 2023 Continuing on the solar theme is this article titled 12 Best Solar Energy Stocks to Invest In Heading into 2023. It's by Mohammed Saqib, on Insider Monkey, and found on yahoo.com. Now some quotes on each stock by Mr. Saqib. “We started with the holdings of Global X Solar ETF (RAYS) and ranked its holdings using Insider Monkey's proprietary hedge fund sentiment data which tracks the holdings of over 900 elite hedge funds. 12. Daqo New Energy Corp. (NYSE:DQ) Number of Hedge Fund Holders: 20 Headquartered in Shanghai, Daqo New Energy is a global leader in the production of high-purity polysilicon for the solar PV sector… On December 5, 2022, Chao Ji, an analyst at Goldman Sachs, reduced her price target on Daqo New Energy to $70 while keeping a Neutral rating on the stock. 11. Atlantica Sustainable Infrastructure plc (NASDAQ:AY) Hedge Fund Holders: 21 Atlantica Sustainable Infrastructure is a United Kingdom-based sustainable infrastructure company that owns, operates, and invests in renewable energy, storage, efficient natural gas and heat, transmission lines, and water assets across North America, South America, and Europe. 10. Shoals Technologies Group, Inc. (NASDAQ:SHLS) Hedge Fund Holders: 21 The company sells EV Charging solutions in the United States for public and fleet electric car charging stations…. On November 16, 2022, Christine Cho, an analyst at Barclays… (said) the company is still in a strong position with improved backlog visibility and a more enticing value proposition. 9. Canadian Solar Inc. (NASDAQ:CSIQ) Hedge Fund Holders: 22 Canadian Solar is one (of the) world's largest solar technology and renewable energy firms. The company is a major solar photovoltaic module producer and a manufacturer of battery storage projects with a diverse geographical pipeline at various stages of development. 8. Sunnova Energy International Inc. (NYSE:NOVA) Hedge Fund Holders: 25 Sunnova Energy International provides home solar and energy storage services… Sunnova Energy has roughly 195,000 subscribers… On December 13, 2022, Biju Perincheril, an analyst at Susquehanna, reiterated his Positive rating on Sunnova Energy International. 7. SunPower Corporation (NASDAQ:SPWR) Hedge Fund Holders: 26 SunPower Corporation is a leading provider of solar technology and energy services that provides fully integrated solar, storage, and home energy solutions to consumers, mainly in the United States and Canada, through a variety of hardware, software and financing options, as well as Smart Energy solutions. 6. Array Technologies, Inc. (NASDAQ:ARRY) Hedge Fund Holders: 29 Array Technologies is a global utility-scale solar tracker technology… On December 6, 2022, Michael Blum, an analyst at Wells Fargo, started covering Array Technologies… with… an Overweight rating on the stock. 5. Altus Power, Inc. (NYSE:AMPS) Hedge Fund Holders: 33 Altus Power is a clean energy electrification company headquartered in Connecticut, USA. The company creates and operates photovoltaic solar energy storage systems… On December 13, 2022, Ryan Levine, an analyst at Citi, reduced his price target on Altus Power to $10 while keeping a Buy rating on the stock… 4. SolarEdge Technologies, Inc. (NASDAQ:SEDG) Hedge Fund Holders: 44 SolarEdge Technologies is an Israeli company that designs and distributes photovoltaic inverters, energy generation monitoring software, and battery energy storage devices… On December 14, 2022, Christine Cho, an analyst at Barclays, raised her price target on SolarEdge Technologies to $396 and upgraded the stock's rating to Overweight. 3. First Solar, Inc. (NASDAQ:FSLR) Hedge Fund Holders: 45 First Solar is a global PV solar energy solutions provider and a major American solar technology company… First Solar… is the world's largest producer of thin-film PV solar modules.­ On November 14, 2022, Corinne Blanchard, an analyst at Deutsche Bank, started covering First Solar with a price target of $180 and a Buy rating on the stock. 2. Sunrun Inc. (NASDAQ:RUN) Hedge Fund Holders: 47 Sunrun Inc. is a company that designs and develops home solar energy systems in the United States. Furthermore, the company provides battery storage systems… On November 11, 2022, Elvira Scotto, an analyst at RBC Capital, reduced her price target on Sunrun to $42 while keeping an Outperform rating on the stock. 1. Enphase Energy, Inc. (NASDAQ:ENPH) Hedge Fund Holders: 59 The company develops and manufactures microinverters, solar panels, and energy storage systems for the residential and commercial markets. Enphase Energy, Inc… operates in more than 21 countries worldwide. On October 26, 2022, Biju Perincheril, an analyst at Susquehanna, increased his price target on Enphase Energy, Inc. to $310 from $290 while keeping a Positive rating on the stock.” End quotes. ------------------------------------------------------------- 4) ESG Stock Picks for January 2023 From solar, now to wind power with this article titled 8 Best Wind Power Stocks Of 2023, by Cory Mitchell on forbes.com. Due to the structure of the article, I'm going to just list the company names here. Dominion Energy, Inc. (D) Northland Power (NPI.CA) Eversource Energy (ES) Iberdrola S.A. (IBDRY) Brookfield Renewable Partners L.P. (BEP) Vestas Wind Systems (VWDRY) Boralex Inc. (BLX.CA) Orsted A/S (DNNGY) ------------------------------------------------------------- 5) ESG Stock Picks for January 2023 Next is this article America's Most Responsible Companies 2023 by Newsweek and Statista, found on newsweek.com. Some quotes… “Newsweek has partnered with global research and data firm Statista for our fourth annual list of America's Most Responsible Companies. This year our list includes 500 of the U.S's largest public corporations.” End quotes. The top five companies are HP (HP), General Mills (GIS), Whirlpool Corporation (WHR), Merck & Co (MRK), and Clorox (CLX). ------------------------------------------------------------- 6) ESG Stock Picks for January 2023 Now many ethical and sustainable investors -- particularly if they're looking for income -- will seek ethical dividend-paying stocks. Thus, this article is for them! It's titled 16 Ethical Dividend Stocks to Invest in Today and is by the Impact Investor on theimpactinvestor.com. Here're some quotes from the article. “I pride myself on being an ethical investor…. I sometimes choose ESG stocks… However, I also make investment decisions independent of ESG rankings based on my ethics. I particularly value companies that provide opportunities for advancement to all their people and help equalize access to the world's resources. Protecting the environment also is significant for me. I also avoid ‘sin' stocks… Of course, I expect a dividend yield from my stocks.” End quotes. Among the dividend-paying stocks The Impact Investor recommends are: Nestle SA (NSRGY), Proctor & Gamble (PG), 3M (MMM), The Clorox Company (CLX), and Becton, Dickinson and Company (BDX). ------------------------------------------------------------- Now some Other Honorable Mentions – no particular order 1. Title: 10 Best-Performing Technology ETFs in 2022 on yahoo.com. By Omer Farooq. 2. Title: 7 Best Socially Responsible Funds on Investing usnews.com. By Jeff Reeves. 3. Title: Brookfield Infrastructure: It's Not Been This Cheap In A Long Time (NYSE:BIP) on seekingalpha.com. By Jonathan Weber. 4. Title: 10 Cheap Solar Stocks to Buy on yahoo.com. By Affan Mir. 5. Title: AvalonBay Communities a Top Socially Responsible Dividend Stock With 3.9% Yield (AVB) on nasdaq.com. By BNK Invest. 6. Title: Got $5,000? 3 Top Infrastructure Stocks to Buy for the Long Term on fool.com. By Reuben Gregg Brewer. 7. Title: 3 Tech Titans Worth Owning in 2023 (and Beyond) on fool.com. By Justin Pope, Will Healy, and Jake Lerch. 8. Title: The Best Energy Dividend Stock for a Decade of Passive Income on fool.com. By Matt DiLallo. Articles From Outside the US 1. Australia: Some upside surprises, and 8 ethical stocks to watch - livewiremarkets.com. By Australian Ethical. 2. Australia: ASX shares: Six sustainability ETFs worth watching on afr.com. By Tony Featherstone. 3. India: Top 10 companies in India for CSR and Sustainability in 2022 on thecsrjournal.in. By the CSR Journal. 4. Canada: 2023 Responsible Funds Guide by Corporate Knights on corporateknights.com. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “ESG Stock Picks for January 2023.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. Again, wishing you and your family and friends a great 2023! Talk to you next January 27th. Bye for now. © 2023 Ron Robins, Investing for the Soul  

In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England's Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program. According to recent data published by the CFP Board, less than 5% of CFP® Professionals are Black, Hispanic or Latino. The mission of the BLX Internship Program is to make the demographics of the financial planning profession more representative of the population of the country by providing an entry point into financial planning for Black and LatinX individuals. Join us to learn more about the program, its goals over the next year, and how advisory firms can benefit from hiring an intern in their practice. To register for an information session on December 6, 2022 please visit the BLX website: https://www.blxinternship.org/ The BLX Internship Program is a 501c3 organization. Donations to the program are used to help support the logistics of the program, provide career development training for the interns, and offer scholarships to the interns to further develop their professional careers. All donations made before December 31, 2022 will be matched (up to $10,000). Visit the BLX website for more information on how to donate: https://www.blxinternship.org/donations

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ORG, REH, VUK, RIO, VTS, STO, TYR, SVW, BLX, RHC. Our stock of the day is Dubber (DUB). Hosted on Acast. See acast.com/privacy for more information.

Uziel is a first-generation college graduate. He was born and raised in San Fernando, California, where his parents migrated after leaving their native country, Mexico. Uziel's dad is a construction worker, and his mom is a homemaker. Growing up in a low-income household, Uziel explored careers where he could serve as a resource to empower his family and community. Uziel graduated from California State University, Northridge, with a bachelor's degree in Financial Planning. He's currently completing a Financial Planning Residency at a fee-only RIA firm. Uziel is passionate about helping people navigate their financial journeys to help them reach their goals. Uziel also volunteers in the BLX internship program to promote diversity and inclusion. The BLX internship program helps place aspiring Black and Latinx financial planners with meaningful internships in fee-only RIA firms. Notes: In this episode Luis and Uziel discuss: How Uziel is working to have a direct impact on his community Pursuing your passion and creating your own opportunities Building wealth through educating the Latino community on the importance of finances Uziel's advice for those who want to become a Financial Planner Resources: Uziel's LinkedIn  Uziel's Twitter Download the 3 Fundamental “Money Moves” to Make Before Turning 45  LatinXcellence, more than a brand, it's a movement!  Luis' LinkedIn  Luis' Twitter  Luis' IG  On My Way To Wealth YouTube channel 

Analysts' Stock-ETF Picks! Inflation Reduction Act benefits solar and wind companies, particularly. Articles covered include: “11 Best Solar Stocks to Buy Now”; “6 Best Wind Energy Stocks To Buy”; “9 Best Green Stocks and ETFs to Buy”; “10 Best ESG Stocks for 2022”; “Three Socially Responsible Dividend Stocks to Buy Benefit from Fertilizer”; and more Podcast: Inflation Reduction Act: Analysts' Stock-ETF Picks! Transcript & Links, Episode 89, September 9, 2022 Hello, Ron Robins here. It's great to be back with you. Hope you had a wonderful August despite the woes of this world. So, welcome to my podcast episode 89 published on September 9, 2022, titled “Inflation Reduction Act: Analysts' Stock-ETF Picks!” — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript, and links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts. Now if any terms are unfamiliar to you, simply Google them. Also, just a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Now though I'm covering 5 articles here, there are another 19 during August and early September that I found with great analyst recommendations. To see their titles and links go to this podcast's webpage located at investingforthesoul.com/podcasts and scroll down to this edition. ------------------------------------------------------------- 1) Inflation Reduction Act: Analysts' Stock-ETF Picks! Now to this podcast. With the US Inflation Reduction Act approved and with its big support for renewable energy, there's a reason for analysts to be optimistic for renewable energy companies. Hence, there's been a preponderance of articles on this theme. This first article is typical and among the best, I've seen. It's titled 11 Best Solar Stocks to Buy Now by Ramish Cheema on Yahoo! Finance. Here are some relevant quotes. “In order to pick out the top solar stocks for you, we… selected the relevant ones by studying their balance sheets and market performance. The companies were then ranked according to Insider Monkey's survey of 895 hedge funds for the second quarter of this year. (Starting at) 11. Maxeon Solar Technologies, Ltd. (NASDAQ:MAXN) Number of Hedge Fund Holders: 10 Maxeon… is a Singaporean company that designs, manufactures, and sells solar panels and associated components. It serves both residential and commercial customers and offers its products both directly and through dealers… Morgan Stanley increased Maxeon's share price target to $21 from $14 in August 2022. 10. Canadian Solar Inc. (NASDAQ:CSIQ) Number of Hedge Fund Holders: 13 Canadian Solar is a solar energy company that sells… solar wafers, solar ingots, solar cells, and battery storage solutions in Asia, America, Europe, and other countries. In addition… the company also provides electricity and maintenance services for solar generation equipment. It is headquartered in Guelph, Canada… Management expects sales to grow by another lofty 35% this year. JPMorgan raised Canadian Solar Inc.'s share price target to $42 from $38 in August 2022. 9. JinkoSolar Holding Co., Ltd. (NYSE:JKS) (Ron's comment: As a sought of addendum to this company, it's still concerning to many people that this company maybe using forced labor, particularly in light of the new UN report on forced labor in China. Now back to the podcast.) Number of Hedge Fund Holders: 16 JinkoSolar…is a Chinese company that designs, produces, and sells photovoltaic and other products such as silicon wafers, silicon ingots, solar modules, and solar cells. The company… sells its products all over the globe including the U.S, Mexico, Japan, and U.A.E. 8. Brookfield Renewable Partners L.P. (NYSE:BEP) Number of Hedge Fund Holders: 19 Brookfield Renewable Partners is an electricity generation company that uses renewable energy sources such as wind, hydroelectric, biomass, and solar. The firm… is headquartered in Hamilton, Bermuda. (It's) one of the largest renewable power generation companies in the world. 7. SunPower Corporation (NASDAQ:SPWR) Number of Hedge Fund Holders: 21 SunPower… is an American company that provides solar energy products and services to home builders, government entities, residential customers, financial institutions, independent power producers, and electric utilities. (Also) provides solar, storage, and home energy solutions. SunPower's latest quarter saw it report a whopping 60% rise in quarterly sales… Morgan Stanley raised SunPower's share price target to $31 from $22 in August 2022. 6. Shoals Technologies Group, Inc. (NASDAQ:SHLS) Number of Hedge Fund Holders: 23 Shoals Technologies… is an electrical systems provider for solar energy products that is headquartered in Portland, Tennessee, United States. The company provides several components such as cable assemblies, fuses, connectors, and wireless monitoring systems. Roth Capital increased Shoals Technologies Group, Inc.'s share price target to $40 from $20 in August 2022. 5. First Solar, Inc. (NASDAQ:FSLR) Number of Hedge Fund Holders: 26 First Solar… is an American photovoltaic solar product provider that is headquartered in Tempe, Arizona… (It's) one of the largest beneficiaries of the Inflation Reduction Act… (and) already has a manufacturing footprint in the U.S. and plans to increase it because of the new legislation… Piper Sandler increased First Solar's… share price target to $165 from $120 in August 2022. 4. Array Technologies, Inc. (NASDAQ:ARRY) Number of Hedge Fund Holders: 26 Array Technologies… is an American company that provides a solar tracking system based on machine learning software that identifies optimal positions for a solar array to generate electricity. The company is headquartered in Albuquerque, New Mexico… Its trackers improve electricity output by 25%... Following an acquisition earlier this year, Array Technologies… is also the largest solar tracking company in the world. Truist raised Array Technologies' share price target to $23 from $13 in August 2022. 3. Sunrun Inc. (NASDAQ:RUN) Number of Hedge Fund Holders: 36 Sunrun… is an American residential solar energy systems provider. It provides products such as panels, racks, solar leads, and battery storage. The firm is headquartered in San Francisco, California. Morgan Stanley increased Sunrun's share price target to $79 from $70 in August 2022. 2. SolarEdge Technologies, Inc. (NASDAQ:SEDG) Number of Hedge Fund Holders: 40 SolarEdge Technologies… designs and sells DC inverter systems for solar power installations. The company has its customers located all over the globe and some of its products include inverters, power optimization systems, communications systems, and a cloud based monitoring platform. It is headquartered in Herzliya, Israel. JPMorgan raised SolarEdge Technologies, Inc.'s share price target to $419 from $373 in August 2022. 1. Tesla, Inc. (NASDAQ:TSLA) Number of Hedge Fund Holders: 72 While the firm is primarily known for its cars, it also sells solar energy generation and storage products to commercial, residential, and industrial users… Canaccord raised Tesla, Inc.'s share price target to $881 from $815 in August 2022.” End quotes. ------------------------------------------------------------- 2) Inflation Reduction Act: Analysts' Stock-ETF Picks! From solar companies, we now turn to the wind companies favored by analysts with this article 6 Best Wind Energy Stocks To Buy. It's by Ronald Kaufman on bestocks.com. Here's some of what Mr. Kaufman has to say. “1. Vestas Wind Systems (VWS.CO) Denmark-based. When it comes to wind power, Vestas is unrivaled worldwide… Vestas is one of the few major pure bets on wind energy since it focuses only on wind turbines.  2. Boralex, Inc. (BLX.TO) Boralex is a renewable energy power plant developer, builder, and operator in Ontario, Canada. The business provides wind, hydro, thermal, and solar services. Boralex announced on June 2 that the NY Energy Research and Development Authority had chosen five of its solar farms to receive renewable energy credits. 3. General Electric (NYSE.GE) The company intends to concentrate on aviation after spinning off its healthcare division in 2023 and its renewable energy, electricity, and digital division in 2024… Although General Electric is not a pure bet on wind energy, it does provide investors with exposure to the industry in the short term; when the company is eventually broken up, investors will have a more specialized choice. 4. Northland Power, Inc.  (NPI.TO) Northland Power, headquartered in Ontario, Canada, is a worldwide power company dedicated to generating energy from renewable sources. The firm manages various renewable energy projects, including onshore and offshore wind farms, efficient natural gas facilities, and solar power plants. 5. Siemens Gamesa Renewable Energy (SGRE.MC) Siemens Gamesa, headquartered in Spain, is a world-renowned innovator in wind power… In addition, the firm's principal shareholder, Siemens Energy (OTC: SMEG.F), is involved in efforts to create wind-powered green hydrogen technology for the company.  Siemens Gamesa has been having problems in recent years owing to a patent battle with GE… Beginning in 2022, the International Trade Commission denied all GE complaints. 6. NextEra Energy, Inc. (NYSE.NEE) NextEra Energy is a conglomerate whose divisions sell and serve electric electricity and energy infrastructure. In addition, this firm offers electric utility services and maintains a diversified renewable energy industry.” End quotes. ------------------------------------------------------------- 3) Analysts' Stock-ETF Picks! 9 Best Green Stocks and ETFs to Buy. And, yes, some more green stocks with this article titled 9 Best Green Stocks and ETFs to Buy. It's by Matt Whittaker on money.usnews.com. You can read Mr. Whittaker's more detailed description of each of his 9 picks by clicking the link to his original article on this podcast's webpage. So his 9 picks are First Solar Inc. (FSLR) Tesla Inc. (TSLA) Fisker Inc. (FSR) Stem Inc. (STEM) NextEra Energy Inc. (NEE) Plug Power Inc. (PLUG) iShares Global Clean Energy ETF (ICLN) VanEck Low Carbon Energy ETF (SMOG) First Trust Global Wind Energy ETF (FAN) ------------------------------------------------------------- 4) Analysts' Stock-ETF Picks! 10 Best ESG Stocks for 2022. Now, how about some top ESG picks with this article titled 10 Best ESG Stocks for 2022. It's by Andrew Lisa on gobankingrates.com. Here are some quotes from Mr. Lisa on his picks. “1. Linde (LIN) The UK-based gas production and distribution firm Linde operates all over the world. Its sustainability initiatives include programs to reduce waste and to conserve energy and water. 2. Accenture (ACN) Based in Ireland, Accenture uses its position as a management consulting, technology and outsourcing giant… to help its client companies transition to net-zero carbon emissions, and sustainable value chains, technology and decision-making. 3. Microsoft (MSFT) … has committed to being carbon negative by 2030 — the software giant has been carbon neutral since 2012. 4. Salesforce (CRM) Cloud-based enterprise software firm Salesforce… achieved net zero carbon emissions in 2015. 5. Nvidia (NVDA) The company has pledged to source 100% of its global electricity use from renewable sources by 2025, and its GPUs are 20 times more energy efficient than traditional CPU servers. 6. Adobe (ADBE) Has committed to powering its operations through 100% renewable energy sources. 7. J.B. Hunt (JBHT) Transportation and logistics firm J.B. Hunt leads the industry in converting over-the-road shipments to intermodal transport, which is 250% more fuel efficient. 8. Best Buy (BBY) … has reduced its carbon emissions by 60% since 2009 and has pledged to be carbon neutral by 2040. The company operates the largest e-waste recycling program in the world. 9. Xylem (XYL) Water technology and solutions provider Xylem is committed to achieving net-zero emissions by 2050. It fosters global equity by advancing access to clean water in developing nations. 10. Texas Instruments (TXN) Semiconductor and integrated circuit producer Texas Instruments received a 100% rating from the Human Rights Campaign Corporate Equality Index for six straight years.” End quotes. ------------------------------------------------------------- 5) Analysts' Stock-ETF Picks! Three Socially Responsible Dividend Stocks to Buy Benefit from Fertilizer Let's now turn our attention to an article featuring some unique socially responsible dividend-paying stocks. It's titled Three Socially Responsible Dividend Stocks to Buy Benefit from Fertilizer by Paul Dykewicz on dividendinvestor.com. Here are some quotes from Mr. Dykewicz's article… “Mosaic Company (NYSE: MOS) … a dividend-paying, Fortune 500 company headquartered in Tampa, Florida, mines phosphate, potash and urea. The largest U.S. producer of potash and phosphate fertilizer. AGCO Corporation (NYSE: AGCO) … a Duluth Georgia-based designer, manufacturer and distributor of agricultural equipment, offers a path to profit from the rising demand for fertilizer, said Michelle Connell, president and owner of Dallas-based Portia Capital Management. Invesco DB Agriculture (NYSEArca: DBA) (Is) an agricultural exchange-traded fund (ETF) recommended by Bob Carlson, a pension fund chairman who also leads the Retirement Watch investment newsletter.” End quotes. ------------------------------------------------------------- Again, to see those additional 19 articles not covered here, go to this podcast's page located at investingforthesoul.com/podcasts and scroll down to this page. Other Honorable Mentions – not in any order 1) Title Ten Clean Energy Stocks of 2022/3 - July Returns on altenergystocks.com. By Tom Konrad. 2) Title Here's Why the Time Is Right for These Clean Energy Stocks on Nasdaq.com. By Devina Lohia. 3) Title 10 Best ESG Stocks for 2022 on fool.com. By Allison Plaut. 4) Title These 3 Renewable Energy Stocks Offer Generous Dividend Yields: Passive Income For ESG Investors on Benzinga.com. By Robert Kuczmarski. 5) Title Top Stocks to Buy, Inflation Reduction Act Props Up Investments on marketrealist.com. By Rachel Curry. 6) Title 2 ESG Stocks to Buy and Hold in 2022 on entrepreneur.com. By Pragya Pandey. 7) Title Best Alternative Energy ETFs for Q4 2022 on investopedia.com. By Nathan Reiff. 8) Title Top Alternative Energy Stocks for Q4 2022 on investopedia.com. By Nathan Reiff. 9) Title 3 Top Energy Stocks to Buy Right Now on fool.com. By Matthew DiLallo. 10) Title Two Promising ESG Investment Stocks to Drive Your Portfolio in 2022 on tipranks.com. 11) Title 10 Best Renewable Energy Stocks to Buy and Hold for the Next 10 Years on yahoo.com. By Hamna Asim. 12) Title 3 Alternative Energy Stocks to Buy as EV Adoption Booms on yahoo.com. By Aparajita Dutta. 13) Title Best Solar Energy Stocks to Invest In 2022 on fool.com. By Matthew DiLallo. 14) Title 10 Alternative Energy Stocks to Buy Amid Energy Crisis in Europe on yahoo.com. By Omer Farooq. 15) Title 7 Best Clean Energy ETFs to Buy Now | Investing | U.S. News on usnews.com. By Tony Dong. 16) Title 5 Green Energy Penny Stocks to Watch in 2022 on Investmentu.com. By Aimee Bohn. Plus articles for the UK and Australian investors 1) Title Best ESG funds on standard.co.uk. By Andrew Michael. 2) Title Top 10 most-popular investment trusts: August 2022 on ii.co.uk. By Kyle Caldwell. 3) Title 5 High-Performing Ethical Investment Funds on Canstar.com.au. By Marissa Hayden. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Inflation Reduction Act: Analysts' Stock-ETF Picks!” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope in these deeply troubled times! Contact me if you have any questions. Thank you for listening. Talk to you next on September 23. Bye for now. © 2022 Ron Robins, Investing for the Soul

Mark Moreland from Team Invest and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: BLX, SUN, AQZ, TWD, DXC, MYX, LPD, CGC, AZJ, TUA. Our stock of the day is NAB (NAB). See acast.com/privacy for privacy and opt-out information.

Shout out to Johari and KD Ford for hitting up to take the place of clowns who no showed Feel free to donate to CashApp @ $nahsunthegreat or PayPal @ paypal.me/nahsunthegreat

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ALL, DDH, EX20, MQG, WDS, SOL, QRE, DTC, MXC, BLX. Our stock of the day is Origin (ORG). See acast.com/privacy for privacy and opt-out information.

David Novac from Wealthwise Education and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: AX1, AUB, IRI, VRT, CAR, BLX, ABC, MFG, GRR, HSN. Our stock of the day is Lynas Rare Earths (LYC). See acast.com/privacy for privacy and opt-out information.

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: EOL, PPL, WSI, MAQ, BLX, BOE, IHR, TSI, VHT, PLT. Our stock of the day is Vulcan Energy (VUL). Subscriber survey: https://ausbiz.co/survey See acast.com/privacy for privacy and opt-out information.

In this episode of the Canadian Investor Podcast we start the episode by discussing ARK Invest's big ideas of 2022 and beyond. We then discuss RRSPs and businesses that revolve around connected TVs . We finish the episode by explaining the 4% withdrawal rule and looking at large cap companies that have had large drawdowns in the past year. https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Precious metal streamer episode: https://thecanadianinvestorpodcast.com/episode/lightspeed-short-report-moats-and-gambling-on-stocks  CRA RRSP information: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/contributing-a-rrsp-prpp/contributions-affect-your-rrsp-prpp-deduction-limit.html Vanguard Canada article: https://www.vanguardcanada.ca/documents/literature/dynamic-ret-spending-paper.pdf Earlyretirementnow.com withdrawal rate series:https://earlyretirementnow.com/safe-withdrawal-rate-series/   Stratosphere

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: GDA, BTH, NSR, MLD, TGF, PME, AMS, BLX, AVZ, AMP. Our stock of the day is Fortescue Metals (FMG). See acast.com/privacy for privacy and opt-out information.

What's good Gentlemen (& the sprinkle of ladies)! We are back with another episode of BLX and today we revisit a discussion from the podcast last year. Choosing the right female partner, for Men, is highly significant. It can be the difference between peace and suffering. Tranquility v. Chaos. In this episode, I list why it is important, give a few examples, and list the top kind of women men should avoid and why to steer clear of these women. Not all women are bad/evil. There are great/amazing women in this world. Just be sure to make the right decision. Choose wisely Gents. Thanks for all the support! Get After It! Subscribe. Share. Leave a Rating and Review.

In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He's also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go. To check out the internship, head to https://blxinternship.org/

What is going Gents! 2022 is in full swing. Have you threw your goals in the trash or are you still grinding?? I hope for the latter. Stay tough, stay focused. One goal every Man should strive for is self sufficiency. Being able to sustain and maintain yourself as an adult male in the world. To do that, every man needs a job. So today's episode of BLX is about getting a job, why you need a job, how to get a job, and excuses around not having a job. Enjoy Gentlemen and Get After It! Subscribe Leave a Rating and/or a Review Thank you for all your support!

Welcome to the New Year and the New Podcast! The BLX podcast is a podcast made specifically for developing men and helping them become the best versions of themselves. Though the content is skewed toward Men, there is also useful information for Women as well. BLX is an acronym that stands for "Be Like X" and the 'X' should be replaced with a Man that you look up to, either in history, in your life, or in the world currently. Who do you want to be like? In the first episode of the year 2022, Kenn J talks about a skill that all Men NEED to build and improve on. A skill that has become increasingly more necessary during these times. ALL Men should work on building their skills and being able to provide value to others in their life. The skill he discusses is no different. If you find today's episode enjoyable, share it with a friend. Subscribe. Leave a Rating and a Review. Thank you for all your support! Get After It!!

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Rogers naming Tony Staffieri as their new CEO Latest canadian CPI figures Amazon removing visa credit cards as a payment option in the UK Correction in growth stocks Nvidia earnings Axon earnings Target earnings Intuit earnings Home Depot earnings Loblaws earnings Boralex earnings Tickers of stocks discussed: NVDA, AXON, TGT, INTU, HD, L.TO, BLX.TO https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Braden's Movember link https://ca.movember.com/mospace/14636062 Stratosphere

The Financial Planning series officially ended a week ago and what a fantastic ride it was. I hope all of you enjoyed it and learned as much as I had listening to these guests. That being said, today's episode will just be a quick one and I'll basically be talking about some updates in my life, preparing for the holiday season, recaps and why representation is important. So if you're interested in hearing about these things then make sure to listen to this week's episode.    Highlights >> Recap of financial planning series >> Creating a spending plan for the holiday season  >> The BLX mission  >> Importance of representation   If you loved this episode, you have to listen to these episodes as well:  >> Bridging the Racial Wealth Divide with Dedrick Asante-Muhammad (https://apple.co/3GYYNCM) >> “Go Out And Live” with Michael Policar (https://apple.co/3CPQSoV) >> The BLX Internship Program with Luis Luquin and De'Shonda Burton (https://apple.co/2Xl1BIo)  I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: MCR, BLX, YOJ, PTM, BBN, KZR, PTX, MHH, FCL, AFI. For our stocks for a 'crash' series Jun Bei Liu and Adam Dawes picked Aussie Broadband (ABB) and Endeavour (EDV) respectively. See acast.com/privacy for privacy and opt-out information.

Welcome back to the Minority Money Podcast and just like what we've been doing for the last five weeks, we will be continuing the Steps of Financial Planning series. Today we are on step six and joined by my good friend Shawn Tydlaska. Shawn is the co-founder of the BLX program and also runs his own firm, Ballast Point Financial Planning. He's here today to teach you more about the implementation stage of the financial planning process and how he goes about this with his own clients.  So if you're looking to learn even more about financial planning then make sure not to miss out on this episode.    Highlights >> What Shawn does with his clients when they reach the implementation process  >> Specific implementations or recommendations Shawn tells his clients  >> How Shawn deals with clients who disagree with him  >> Takeaways that Shawn has learn at this point of the planning process  >> Shawn's final advice for you  Connect with Shawn >> Website (https://bit.ly/3lP8dIo) >> Facebook (https://bit.ly/3FVLra4) >> Twitter (https://bit.ly/3aMDZiZ) >> Instagram (https://bit.ly/3pdMU5E) >> LinkedIn (https://bit.ly/3FX7Cwf) If you loved this episode, you have to listen to these episodes as well:  >> Understand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning] (https://apple.co/3aOLOVj) >> The BLX Internship Program with Luis Luquin and De'Shonda Burton (https://apple.co/2Xl1BIo) >> The Steps of Financial Planning (https://apple.co/3tznteZ) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS

Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it.  Listen in as they share the qualifications for the interns (as well as the firms that hire them), the training they provide to help ensure a successful internship for both parties, and what they have planned for next year. You'll learn how to get involved, as well as what it will take to educate and attract more minorities to the financial planning profession. You can find show notes and more information by clicking here: https://bit.ly/3iYz2In 

Interview NotesRob's live Tweet threadRob's archive of the provided RTFs (hex decoded)Rob's BLX Container ExtractorAll about Dennis Montgomery. Warning: this is a WIki rabbit hole.A Torrent of several gigs of data from the Cyber-Symposium is available at:magnet:?xt=urn:btih:39a9590de21e77687fdf7eacee4dd743f2683d72&dn=cyber-symposium&tr=udp://9.rarbg.me:2780/announceRapid Rundown NotesThe original Bleeping Computer story on Microsoft shutting off Basic AuthThe related story about Amit's Autodiscover bug finding that may have prompted the aboveA somewhat early reference to some WPAD bugsThe earliest reference Tod could find about WPAD exploits... which happened to be written by the very same Tod back in 2009.

We chat with James Williamson, value investor, and Founder, Executive Director & Chief Investment Officer at Wentworth Williamson Management. We also talk about Brett's new 3PTL tool, Gary's terrific QAV-based paper returns on Strawman, MYE fatality and price drop, ZGL price update, FMG - huge drop, execs leaving in droves, CVW financials in SD, handling some tricky flatline graphs, Corporate Tax hike going to the senate in the US, S32 is a zinc miner, ATL and Camplify, MYR is profitable again, but numbers aren't in SD yet, MWY removed because of lumber graph, SRG breached it's Sell line, MIN - iron ore sell, why BLX fell nearly 7%, why CDM went down, why EHL and ABA aren't on the scorecard, SMSFs and Trust Deeds, why TK bought NAB, why WAF is dropping, the sell line for ZIM, Copper price heading in the right direction, and After Hours!

Hello and welcome back to the Minority Money Podcast, as promised from last week's episode, we are now starting our financial planning series and have also brought in some special guests to give you a better understanding on how each of these steps work. For this week's episode, I have invited Luis Rosa, my partner in the BLX program and a certified financial planner. We'll be discussing how to deal with your finances based on your circumstance and many more so make sure not to miss out on this first part of the series!!    Highlights >>  Luis's process when it comes to dealing with clients   >> How Luis deals with the family circumstance of the client >> What Luis does with the new information his clients haven't seen  >> Luis's final words of advice        Connect with Luis  >> Website (https://bit.ly/3A6wKgJ)  >> Twitter (https://bit.ly/393GHQs)  >> Instagram (https://bit.ly/2VEpH00) >> LinkedIn (https://bit.ly/2XbPUn9) If you loved this episode, you have to listen to these episodes as well: >> The Steps of Financial Planning (https://apple.co/3tznteZ) >> Growth Mindset: The Only Mindset You'll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa) >> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS (https://bit.ly/3l18yWQ) with a friend.  ********** Let's Continue the Conversation! Head on over to the Facebook Group and let's discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)  Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services.   So if you want to understand how financial services is affected by underrepresentation of certain people groups, realize ways that #finserv can attract, hire and retain the best talent, and recognize the challenges #finserv faces by not being more diverse so you can incorporate tools to serve their ideal client at the next level, tune in now!   In this episode, you'll discover:   The effect that BLX is having on the lack of diversity in the profession Whether or not the lack of diversity in the profession is due to a lack of exposure Ways that the financial services industry has fallen behind in hiring the best talent What is the BLX initiative and the feedback from participating firms Resources: Are you a current or aspiring financial professional?  Click here to join the Jumpstart community! Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here.   Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. Want to collaborate? Click here. If you enjoyed this episode on having diversity inside of financial services, please share it with your friends by using the social media buttons you see at the bottom of the post.   And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.   Please leave a review right now, click here.   Thanks again for listening, reading, and watching!

Gaurav Sodhi from Intelligent Investor and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: ASB, A2M, CDA, NAN, BLX, BCI, TAH, SWM, RBL, TPG. Our stock of the day is Audinate (AD8). See acast.com/privacy for privacy and opt-out information.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Luis Rosa. Luis is the founder of Build a Better Financial Future LLC. He immigrated from the Dominican Republic at age 11 and grew up in New York City where he noticed the lack of financial literacy in his community. He's the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community.  He's held many roles including FPA NexGen ambassador and host, to CFP Board Center for Financial Planning's Diversity Summit speaker using those platforms to spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. In this episode, Luis F. Rosa, CFP®, EA and I discuss why building financial literacy in our society is a key to building wealth. In this episode, you'll discover: Luis' formula for becoming financially literate, and whether this formula is different for specific people groups; What helped Luis uncover the importance of financial literacy as a component to building generational wealth; Luis' thoughts about where the nexgen financial professional can fit into the continuum of making a difference; Trends Luis has noticed with the type of talent coming into the industry now, and the type of contributions they want to make; Luis' take on the impact of the BLX internship and what he and his co-founders are trying to solve with this solution. If you want to understand the ingredients to becoming financially literate, find out where the nexgen #finpro fits into the financial literacy equation, and learn the changes to the existing model for recruitment of nexgen talent so you can incorporate tools to serve your ideal client at the next level, tune in now! _____________________ Resources: Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. Want to collaborate? Click here. If you enjoyed this episode on building financial literacy in our society is a key to building wealth, please share it with your friends by using the social media buttons you see at the bottom of the post. And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now, click here. Thanks again for listening, reading, and watching!

"Dirty Dan" The Dummies are excited to bring to you another great SPECIAL episode featuring a very special guest. Bust Back Records CEO “Dirty Dan” sits down with us and he's talks about his latest ventures in the entertainment industry. He also allows us to take a trip down memory lane with him as he discuss his days as a radio personality at 93 BLX in Mobile. As always, you can expect that same high energy and laughter right here on this brand new special episode of The Dummies Podcast!

"Dirty Dan" The Dummies are excited to bring to you another great SPECIAL episode featuring a very special guest. Bust Back Records CEO “Dirty Dan” sits down with us and he's talks about his latest ventures in the entertainment industry. He also allows us to take a trip down memory lane with him as he discuss his days as a radio personality at 93 BLX in Mobile. As always, you can expect that same high energy and laughter right here on this brand new special episode of The Dummies Podcast!

Are you looking to switch careers and start working in the financial industry? If that's the case then this week's episode is just for you. I would like to introduce you all to the BLX internship program.  BLX stands for BLatinX. This program is specifically designed to help turn aspiring Black and Latinx financial planners obtain an internship at a financial planning firm. Alongside me in this week's episode are De'Shonda Burton and Luis Luquin. Both of which are interns from the program.   We are going to be talking about the program, what it means for them to be in the program and how this has impacted our overall goal of changing the complexion of wealth. If all this has piqued your interest then tune in and listen to find out even more!      Highlights >> De'Shonda and Luis's background >> How Luis  and De'Shonda got interested in the financial industry >> How De'Shonda's skill set in her previous career is helping her in her new career >> What it means to Luis and De'Shonda to be part of the BLX program >> What motivates Luis and De'Shonda  to grow learn and lead  >> De'Shonda and Luis's opinion on what kind of role education plays in wealth building  >> De'Shonda and Luis's advice for people who are interested in getting into the financial service industry  Connect with De'Shonda >> https://www.linkedin.com/in/deshondaburton/ (LinkedIn) Connect with Luis  >> https://www.linkedin.com/in/luisluquin/ (LinkedIn)  If you loved this episode, you have to listen to these episodes as well: >>https://podcasts.apple.com/us/podcast/finding-your-niche-doing-what-you-love-jannese-torres/id1473231134?i=1000498776727 ( Finding Your Niche and Doing What you Love with Jannese Torres-Rodriguez) >> https://podcasts.apple.com/us/podcast/making-financial-industry-more-inclusive-lazetta-braxton/id1473231134?i=1000496922267 (Making the Financial Industry More Inclusive with Lazetta Braxton) >> https://podcasts.apple.com/us/podcast/building-better-future-through-holistic-financial-planning/id1473231134?i=1000492803986 (Building a Better Future through Holistic Financial Planning with Luis Rosa)   I'm sure you're getting tons of value from the podcast! Don't forget to subscribe onhttps://podcasts.apple.com/us/podcast/minority-money/id1473231134 ( Apple Podcasts),https://open.spotify.com/show/0and9szy0q9RxxQhZ2vnrf ( Spotify),https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vbWlub3JpdHktbW9uZXkv ( Google Podcasts), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( SHARE THIS) with a friend.  ********** Let's Continue the Conversation! Head on over to the Facebook Group and let's discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/))    Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: SLK, TCL, BLX, DTL, XRO, PME, JHC, SIQ, TPC, FID. The stock of the day is Boral (BLD). See acast.com/privacy for privacy and opt-out information.

Howard Coleman from TeamInvest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: IPL, BWP, LBL, BLX, MEZ, CCL, ONT, DTL, SHL, CNI. The stock(s) of the day are big four banks - CBA, WPC, NAB and ANZ. See acast.com/privacy for privacy and opt-out information.

Investors are tipped to lock in fresh profits with the futures eyeing a dip of 0.2% today after the ASX200 has gained 4% so far this week. The oil price nudged ahead to US$37.41 a barrel with OPEC mulling over extending their production cuts to boost the oil price. The gold price lost $5.90 in value, falling to $1,722. an ounce. Iron ore fell 1.6%, but the price of ore has gone up by 9.4% compared to last week, and it's trading at $10 a tonne.What to watch today:Kogan (ASX:KGN) just reported June quarter results with Gross Profit rising over 130% across 4QTD of the financial year, and active customers rising to 2 million, that means Kogan.com customers grew by 126,000 in May.Companies going ex-dividend include ALS (ASX:ALQ) and Infratil (ASX:IFT) and OFX Group (ASX:OFX) goes ex-div on Tuesday (remember if you buy shares before the ex-div date, you'll be entitled to the upcoming dividend – which is why on the day ex-div date, shares are usually sold down).Trading ideas:Afterpay (ASX:APT) was upgraded by Bell Potter overnight, with a $65.00 price target, after Bell Potter did a deep dive into profit prospectsBeacon Lighting (ASX:BLX) Citi's top small cap pick, got a big boost following the government's HomeBuilder scheme. Its shares have gained 150% from COVID-19 lows.UBS initiated coverage of property group, Centuria (ASX:CNI) for the first time overnight, saying it's the top buy pick for property fund managers.In today's morning bell, Jessica discusses:Local markets - (0:00)Global markets - (0:14)What to watch today - (1:21)Trading ideas: Afterpay (ASX:APT) - (2:16), Beacon Lighting (ASX:BLX) - (2:30) & Centuria (ASX:CNI) -(3:06)

Rapper Kz is an award winning artist whose accomplishments include, but are not limited to: 1st Place Winner “Global Best Song 2015,” Top 10 Finalist “Jack Daniels Competition 2015”, Winner of DJ Khaled’s “National 16 Bar Competition 2015,” Semi Finalist of the “Unsigned Hype National Competition 2015;;” all of which were accomplished in a five (5) month time span. He went on to become, Featured Artist in “XXL Magazine’s Freshman Edition 2016” and, Top 20 National Finalist; “Sprite /B.E.T. Hot 16 Competition 2016.” “Barnyard Boogie” (single) by Kz, featuring Stony Murphy  (Country/Pop/Hip Hop/Soul),  can be purchased at digital stores such as (Tidal, Spotify, Amazon & ​Google Play).​ The video was released December 10, 2019; on VEVO and YouTube. It is distributed by Musicmogul Distribution via (CEO), grammy nominated rapper/producer SKEE-LO; best known for his 1995 single and video entitled; “I Wish.” Since its release; “Barnyard Boogie” by Kz, has received support from key stations around the world such as; 92.9 FM, 93-BLX, 107.3-the Beat, Star 101 FM  in Guam; where it was #1 on the (Top 40 countdown playlist) for one week and; currently still accepting votes for Kz on its website, NERVE DJs–(UrbanCity RadioShow), KFROG 95.1 FM, POWER 102 Jamz, Whiskey & Cigarettes Radio Show and (25+ Other Syndicated Stations). "... It's no wonder country fans and line-dance group enthusiasts (worldwide), are publishing dance routine videos on YouTube." - Skee-Lo  

New coverage of US Vegan Climate ETF and Karner Blue Animal Impact Fund. The recent launch of LGBTQ100 ESG stock index is doing well. Prepare to pounce on exciting infrastructure stocks. Canadian sustainable utility stocks, attractive. 3 great alternative energy ETFs to buy as traditional energy ETFs lag. Renewable energy stocks for 2020. And more PODCAST: Vegan Funds. Infrastructure, Utility Stocks. And More… Transcript & Links, Episode 25, February 14, 2020 Hello, Ron Robins here. Welcome to podcast episode 25 for February 14, 2020, titled “Vegan Funds. Infrastructure, Utility Stocks. And More…”—presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols – and bonus material at this episode’s podcast page located at investingforthesoul.com/podcasts. And, Google any terms that are unfamiliar to you. Now to this episode. ------------------------------------------------------------- 1) Ethical and Sustainable Investing News The outstanding success of the Beyond Meat initial public offering at $25 which rose to over $230 and now trades around $115 signifies the huge latent demand for vegan and vegetarian investments for ethical and sustainable investors. A terrific article related to this was written by Ron Lieber in The New York Times titled, How a Vegan Ends Up With Leather in Her Portfolio. In the article, he reviews two vegan and vegetarian-friendly funds These are the US Vegan Climate ETF and the Karner Blue Animal Impact Fund. I’ve previously covered the US Vegan Climate ETF in my podcasts Amazon vs. eBay, First Vegan Fund, and more… on August 16, 2019, and again after the fund debuted in my podcast First Vegan Fund, Renewable Energy Stocks, and more… of September 13, 2019. So, you can go to those podcasts to review previous research and comments. US Vegan Climate ETF Concerning the US Vegan Climate ETF, Mr. Lieber has this to say, that “One issue that inspires deep feelings: animal welfare. It is one of the newest niches that socially responsible investment companies seek to serve, and it offers a useful template for the kinds of questions that all of us need to ask if we want to craft a portfolio that points the same way as our moral compass… The US Vegan Climate ETF… begins with subtraction: removing companies, and even whole industries, that it considers animal unfriendly. Pharmaceuticals? Poof, because of all the animal testing… [It] nixes fossil fuel companies, but it still owns stock in automakers that make gas-powered vehicles with leather interiors. Here, the fund’s creator, Beyond Investing, saw an opportunity to push the car companies toward skin-free seating, given that Tesla has made that move with some models… The Vegan ETF features a fee of 0.60 percent, which is a lot for an index fund.” End quote. Karner Blue Animal Impact Fund And on the Karner Blue Animal Impact Fund, Mr. Lieber says that “Named for the endangered butterfly, [it] takes a different approach. It is an actively managed mutual fund, with fewer than half the number of stocks in the Vegan ETF, including companies not based in the United States. Another big difference: It employs so-called positive screening, picking best-of-breed companies in as many industries as it can stomach…” End quote. Then Mr. Lieber quotes Vicki L. Benjamin, president of Karner Blue Capital as saying that ‘We are not animal avoidant, We are animal engagement…” Mr. Lieber adds, “That’s how Karner Blue ends up with Chipotle in its portfolio: It likes the chain’s animal welfare efforts (its continuing food safety questions aside).” End quote. As to the cost of the fund, Mr. Lieber writes, “Karner Blue funds can cost even more than the First Vegan Fund, though the exact amount depends on how much you invest and whether you’re using a financial adviser.” End quote. Since it is a mutual fund, it’s probably only available in the US. ------------------------------------------------------------- 2) Ethical and Sustainable Investing News Now here’s an unusual and interesting ESG index that some ethical and sustainable investors might be interested in. Though it does appeal to a specific population segment. It’s the LGBTQ100 ESG Index (Ticker: LGBTQ100). An article describing this ESG index appeared on Yahoo! Finance under the title LGBTQ100 ESG Index Closes Above 2,000.00 Three Months Post Launch. Quote, “Designed to advance equality throughout corporate America, the Index tracks the top 100 companies within the U.S. that rank high on environmental, social and governance (ESG) metrics and support the cause for diversity and equality across the nation. Bobby Blair, CEO of LGBTQ Loyalty Holdings, Inc. said, ‘I'm thrilled that our LGBTQ100 ESG Index, which screens for ESG compliance in addition to advancing equality, has outperformed the S&P 500 in its first 90 days." End quote. ------------------------------------------------------------- 4) Ethical and Sustainable Investing News On a different note, have you ever considered infrastructure stocks? Some of them might be a fit for most ethical and sustainable investors. Matthew DiLallo writes about them on the Motley Fool site in a post titled 3 Top Infrastructure Stocks to Watch in February. He says that “Several infrastructure stocks have made big moves over the past year, making them less appealing buys these days… [but] sell-offs can come out of nowhere [and that] is why investors should always keep an updated watchlist… With that in mind, three infrastructure-related stocks to watch this month are Brookfield Infrastructure Partners (NYSE: BIP), TerraForm Power (NASDAQ: TERP), and ONEOK (NYSE: OKE). All three could deliver some market-moving news this February, making them worth watching closely.” ------------------------------------------------------------- 5) Ethical and Sustainable Investing News Some other stock ideas that ethical and sustainable investors might consider are utility companies with good environmental records. Divya Balji wrote an article titled ESG Rock Stars Sprout From Safe Utility Stocks in Canada that first appeared on Bloomberg and I found on Yahoo! Finance. Ms. Balji writes “There’s a green revolution taking place in a corner of Canada’s stock market… Last year, the S&P/TSX Composite Utilities Index was the second-best group of Canadian stocks -- surging 32%...” End quote. Ms. Balji then specifies the companies she likes, saying that “Innergex Renewable Energy Inc. (INE.TO), a renewable power producer, has soared 26% in 2020 after a 34% rally last year. Just this week, it announced a C$661 million partnership with Hydro-Québec targeting wind and solar projects… And Boralex Inc. (BLX.TO), an electricity producer with renewable energy power stations, is up 20% this year after a 45% climb in 2019. (And) Algonquin Power & Utilities Corp. (AQN.TO), the regulated utility with sustainable energy assets are trading at the highest level since it was listed about 22 years ago.” ------------------------------------------------------------- 6) Ethical and Sustainable Investing News Continuing on the subject of energy, Todd Shriber over at the InvestorPlace site has posted an article titled 3 Great Alternative Energy ETFs to Buy as Traditional Energy ETFs Lag. His three picks are: ALPS Clean Energy ETF (CBOE: ACES); iShares Global Clean Energy ETF (NASDAQ: ICLN); and VanEck Vectors Low Carbon Energy ETF (NYSEARCA: SMOG) ALPS Clean Energy ETF On ALPS Clean Energy ETF, he writes that it has an “Expense ratio: 0.65% per year. What’s compelling about ALPS Clean Energy ETF relative to rival alternative energy ETFs is that it reaches multiple corners of this fast-growing market segment, including wind, solar, storage and efficiency, LED and smart grid technologies, just to name a few.” End quote. iShares Global Clean Energy ETF Regarding the iShares Global Clean Energy ETF, Mr. Shriber says its “Expense ratio is 0.46%... one of the more seasoned members of the renewable energy ETF landscape [the] iShares Global Clean Energy ETF, which tracks the S&P Global Clean Energy Index, isn’t quite as diverse, thematically speaking, as the aforementioned ALPS Clean Energy ETF, but the iShares fund does offer more than adequate penetration into the wind and solar industries, which could be a boon for the fund in 2020.” End quote. VanEck Vectors Low Carbon Energy ETF And on the VanEck Vectors Low Carbon Energy ETF, he says that its “Expense ratio is 0.63%... VanEck Vectors Low Carbon Energy ETF allocates 12.28% of its weight to Tesla stock… (this ETF) follows the Ardour Global Index, which quoting VanEck, ‘is intended to track the overall performance of low carbon energy companies which are those companies primarily engaged in alternative energy which includes power derived principally from biofuels (such as ethanol), wind, solar, hydro and geothermal sources and also includes the various technologies that support the production, use, and storage of these sources.” End quote. ------------------------------------------------------------- 7) Ethical and Sustainable Investing News So, I hope you’re not bored with my energy focus. But it’s such an important area! This next article is titled 2 Environmentally Friendly Stocks to Buy as Climate Crisis Intensifies. It also appeared on Yahoo! Finance. Its source is TipRanks and the author isn’t mentioned. The first company recommended is Renewable Energy Group Inc. (REGI). Renewable Energy Group Inc. Quote, “Renewable Energy Group Inc. is the largest biodiesel manufacturer in the US, with 14 biorefineries and a feedstock processing facility… The company has added over 200% to its share price since 2017… [It has a] strong buy consensus rating. At $35, the average price target suggests possible upside of 33%.” End quote. Sunrun Inc. The second company is Sunrun Inc. (RUN). The article’s author says “Sunrun has done very well over the last few years, with 2019’s 38% gain adding up to a cumulative 200% increase since 2017. The company is now the number 1 residential solar installer in the US… Sunrun has a unanimous strong buy consensus rating from the Street.” End quote. ------------------------------------------------------------- Ending Comments Well, these are my top news stories and tips for ethical and sustainable investors over the past two weeks. And to get all the links, stock symbols and more, or to read the transcript of this podcast and with additional information too, please go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And, please click the share buttons to share this podcast with your friends and family. That way you can help promote not only this podcast but ethical and sustainable investing globally. So, let’s help create a better world with our investments! Contact me if you have any questions. Thank you for listening. Talk to you again on February 28. Bye for now. © 2020 Ron Robins, Investing for the Soul.

Let’s talk about some things happening in the crypto space right now.    Nasdaq launched real-time information on two new indices linked to the crypto asset market —Bitcoin liquid index (BLX) and Ethereum Liquid Index (ELX) were both incorporated into the Nasdaq platform on February 25th. This is sort of like the Nasdaq composite with the end goal to bolster mainstream adoption by fusing crypto assets into traditional entities like the stock market. Bitcoin surpassed PayPal in yearly transaction volumes in 2018 with $1.3 trillion dollars more then doubling PayPal with just over $500 billion The CBOE/Van Eck ETF ETF wil have a decision on it made by April 5th—this was extended of course because of the government shutdown.   Of course, BAAKT, the platform owned by the new york stock exchange owners—Intercontinental exchange—is still delayed with launch expected “later this year”—partnership with starbucks-not wanting to do it during a bear market.     That it for me this week. This is Buck Joffrey signing off.

We have another vehicle review for you with this episode of the RC Newb Podcast. After spending some quality time with one of Carisma's smaller-scale vehicles, the GT24T, I wanted to share my thoughts on this tiny truck. If you're a fan of durable, fast, and fun radio-controlled machines, this 1/24-scale model from Carisma might be worth looking at. With the holiday season fast-approaching, it might be the perfect stocking stuffer or self-gift for you or another R/C enthusiast on your shopping list. Show Notes: ARRMA rolled out two new 1/8 -scale vehicles that are aimed at the basher/fun-seeker. The Fazon 6S BLX is a Traxxas E-Revo-esque monster truck that's both fast and durable, featuring a BLX brushless motor and 6S LiPo capability. The Outcast 6S is a brushless-powered beast that's built to fly, spin, and slam its way through obstacles. Billed as a stunt truck, this monster truck can handle a 6S LiPo battery, leaving you with no shortage of power. To find out what other folks think of these new models, check out the coverage that BigSquidRC and The RC Network have done. Tekno RC is getting into the monster truck game with their own entry, the MT410. This is a premium, performance-focused model that features an aluminum chassis and many aluminum components. Team Losi Racing announced their 22SCT 3.0, which includes a number of updates and now-standard features from their previous 2.0 model. Read the full review of the Carisma GT24T 1/24-scale monster truck at smallscalerc.com. Get the latest deals on your next radio-controlled kit, ready-to-run vehicle, or accessories this holiday season. Check out rcnewb.com/black-friday for the latest savings discounts. Don't forget, as a listener of the RC Newb Podcast, you can save 10% on your next order at prolineracing.com with coupon code RCNEWBAP10.