How to Invest Intentionally with Lindsey Woodward

This week I sat down again with Lindsey Woodward, CFP to talk
about how to align your money with your values by investing
intentionally. 


Lindsey is a financial advisor at Abacus Wealth Partners, which
provides fee-only, comprehensive financial advice to help
individuals, families and foundations. Lindsey is dedicated to
helping the people she works with align their money with their
goals and values. She serves on the Abacus Wealth Partners
Investment Committee and is a co-leader of the Los Angeles
chapter of WISE (Women Investing for a Sustainable Economy).


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


What is meant by “values informed” investing

Where to get started with investing intentionally

How Environmental, Social and Governance (ESG) play a role in
investing

The reason a portfolio is screened

Comparing and contrasting divestment, investment and
engagement

How to engage with companies you own shares in

Tools for you when investing intentionally

Socially Responsible Investing (SRI) portfolios explained and
where they derive from

Similarities and differences of ESG and SRI portfolios

Different platforms and portfolios you can invest
intentionally

Action items to increase ESG options within your 401k

What to consider when using your brokerage accounts with ESG
portfolios

The different types of holdings you should have in your
portfolio

The biggest benefit of investment diversification

How to align your money with your values if you don’t have
money to invest right now

How you can bank responsibly through a Community Development
Financial Institution (CDFI)

How microloans play in an overall financial strategy

A myth attached to ESG funds



LINKS WE MENTIONED ON THE SHOW:


As You Sow

Opportunity Finance Network CDFI Locator Map

Kiva



GET SOCIAL WITH LINDSEY AND LET HER KNOW YOU HEARD ABOUT
HER HERE


Abacus Website

Lindsey’s e-mail