Category Archives: Investing

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Episode 32 – Will ESG Funds Really be Banned in ERISA Plans?



In June 2020, the Department of Labor proposed a new rule for employer-sponsored retirement plans, proposing changes to the way fiduciaries handle these plans when it comes to ESG investing.

If this rule comes to pass, what would it mean for socially responsible investors and their advisors?

In this episode, Kimberly Griego-Kiel explores the answer to this question. She breaks down the proposed rule and its implications, while also addressing Doug Lynam’s article on the proposed rule and why her views on the rule differ from his.

In this episode, you will learn:

  • The contrast between Doug’s and former DOL employee Bradford Campbell’s opinion on the rule 
  • Whether this rule could really result in it being “illegal” for investment advisors to practice ESG investing in these plans
  • Kim’s perspective on the proposed rule 
  • What other proposed rules investors and advisors should be paying attention to
  • And more!

Tune in now to learn about the DOL’s proposed rule for employer-sponsored retirement plans and ESG investing — and what it could mean for investors and advisors alike! 

Resources: Holy Trinity of Finance Articlekim@horizonssfs.comHorizon Sustainable Financial Services: (505) 982-9661  | info@horizonssfs.com  | Horizons Sustainable Financial Services Facebook 


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Episode 30 – Creating Direct Impact through Social Justice Investing



Now more than ever, investors want to make a positive impact on social justice issues through their investing practices.

But to accomplish this, what do you need to keep in mind?

In this episode, Kimberly Griego-Kiel and Johann Klaassen discuss how investors can make a change with socially responsible investing — and why they shouldn’t only focus on the socially responsible area of ESG investing if they want to create real change.

In this episode, you will learn:

  • How each part of ESG investing is intertwined
  • Why you shouldn’t forget about environmentalism when talking about racism
  • Ways smaller investors can take part in high impact investing
  • The benefits of community investing 
  • And more!

Tune in and discover how a holistic responsible investing approach can help you create real change around the social justice issues you’re most passionate about!

Resources:  Horizon Sustainable Financial Services: (505) 982-9661  | info@horizonssfs.com  | Facebook 


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Episode 29 – What we can Learn from the World’s Greenest Cities



Each year, Arcadis publishes an index of the most sustainable cities in the world.

While U.S. cities might not top the sustainability index, there are still important lessons we can learn from those who are making the most progress with their sustainability initiatives.

In this episode, join Kimberly Griego-Kiel as she breaks down the latest sustainability index research report, its findings, and the things we can learn from cities around the world as we work towards a greener tomorrow.

In this episode, you’ll learn:

  • Which U.S. city is the greenest
  • Reasons why we need to improve our sustainability
  • How Santa Fe is working towards a greener future
  • Why diversifying a city’s economy can help increase its sustainability
  • And more!

Tune in now to discover which cities are the greenest and where we can improve our own sustainability for a brighter tomorrow!

Resources:  Horizon Sustainable Financial Services | info@horizonssfs.com  | Facebook | 505-982-9661 | Arcadis 2018 Sustainable Cities Index


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Episode 28 – A Discussion on Sustainability and the 3 P’s



Sustainability is anything that can be sustained and continued for a long period of time, without letting it deteriorate. 

Sustainability can also stretch far beyond just your individual day-to-day life.

In this episode, Kimberly Griego-Kiel dives into the concept of sustainability and the triple bottom line, otherwise known as the three P’s. She explains how people, the planet, and a company’s profit are part of the triple bottom line and why they are linked to the principles of sustainability.

In this episode, you will learn:

  • How people, the planet, and profit contribute to the three P’s
  • Ways the triple bottom line can help companies 
  • How Ikea is implementing sustainability — and how’s it benefiting the company’s profit
  • And more!

Tune in now to learn all about sustainability and the three P’s! 

Resources:  Horizon Sustainable Financial Services | info@horizonssfs.com  | Facebook | 505-982-9661 


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Episode 27 – An Open Dialogue on Protests and Racial Justice — With Renee Morgan and Aaron Garza



This June brought not only Juneteenth but also several demonstrations of solidarity with the Black Lives Matter movement across the U.S.

Today, Kimberly Griego-Kiel joins Renee Morgan and Aaron Garza to explore the current state of the racial justice movement through an open discussion on racism, protests, education, and a stand of solidarity.

In this episode, you’ll learn:

  • About internalized racism
  • The financial impact of systemic racism
  • About community investments — and who it helps 
  • Ways to invest with racial justice in mind
  • And more!

Join Kimberly, Renee, and Aaron now to explore the current state of racial justice in America — and ways we can contribute to building a just society! 

Resources:  Horizon Sustainable Financial Services | Deep Impact Investing Podcast  | info@horizonssfs.com  | Facebook | 505-982-9661 | Renee Morgan | Aaron Garza


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Episode 26 – Will the World Be More Sustainable After COVID-19? – With Kate Noble, Katherine Mortimer, and Melanie A. Stansbury: Part 3



With the 2020 election less than five months away and so much uncertainty remaining around the COVID-19 crisis, what will America’s political landscape look like as we continue to journey towards our post-COVID-19 tomorrow?

Back with the third part of her COVID-19 series, Kimberly Griego-Kiel returns in today’s episode with guests Kate Noble, Katherine Mortimer, and Melanie A. Stansbury to discuss political, health, social, and educational considerations surrounding COVID-19 and the upcoming election. 

In this episode, you’ll learn:

  • The role media outlets and social media platforms have in conveying political viewpoints 
  • How COVID-19 could affect the November presidential elections 
  • Why healthcare concerns are a symptom of political and economic inequality 
  • How the anti-racism movement is affecting the American political climate 
  • And more!

Tune in now to learn about our current political landscape and what it could look like in our post-COVID-19 lives! 

Resources:  Horizon Sustainable Financial Services | Deep Impact Investing Podcast  | info@horizonssfs.com  | Facebook | 505-982-9661  | Melanie Stansbury  | Katherine Mortimer  | Kate Noble 


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Episode 25 – Will the World Be More Sustainable After COVID-19? – With Kate Noble, Katherine Mortimer, and Melanie A. Stansbury: Part 2



Today, Kimberly Griego-Kiel is back with part two of her special panel discussion about life after COVID-19 and sustainability. 

Exploring the future through a sustainability lens, Kimberly chats once more with Kate Noble, Katherine Mortimer, and Melanie A. Stansbury to highlight different issues surrounding the economy and COVID-19.

In this episode, you will learn:

  • How the closing of businesses is affecting the economy
  • How the Green New Deal (GND) is helping climate change and economic inequality
  • Technology’s role in keeping communities together
  • The kindness and generosity we’ve seen during this crisis
  • And more!

Tune in to continue learning about what the future may have in store for our post-COVID world!

Resources:  Horizon Sustainable Financial Services | Deep Impact Investing Podcast  | info@horizonssfs.com  | Facebook | 505-982-9661 


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Episode 24 — Will the World Be More Sustainable After COVID-19? – With Kate Noble, Katherine Mortimer, and Melanie A. Stansbury: Part 1



As we look ahead to life after COVID-19, many people have been wondering how our society will change as a result of this pandemic.

How will our communities change? Is it possible to increase sustainability in our financial, health, and education system?

To better explore these questions, Kimberly Griego-Kiel kicks off a new three-part series today to explore life after COVID-19. Along with guests Kate Noble, Katherine Mortimer, and Melanie A. Stansbury, Kimberly discusses what the future may hold from a sustainability perspective — and what changes we’re already starting to see.

In this episode, you’ll learn:

  • How children and seniors are coping with the pandemic
  • The possibility of a hybrid education system
  • A sustainable proposal for a more affordable housing system
  • How companies like Google and Facebook are implementing sustainability
  • And more!

Tune in now as Kim and her guests break down different financial, technological, and well-being sustainability issues for our post-pandemic future.

Resources:  Horizon Sustainable Financial Services | Deep Impact Investing Podcast  | info@horizonssfs.com  | 505-982-9661 

 


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Episode 23 – Supply Chain and Marketplace Updates During COVID-19



It’s clear that certain supply chains are struggling right now. Do you know why highly desired products, like toilet paper, can’t seem to catch up with the demand?

In this episode, Kimberly Griego-Kiel and Johann Klaassen update you on supply chain challenges and what is happening in the marketplace right now. You will also hear questions to ask yourself before making changes to your portfolio.

In this episode, you will learn:

  • Why we’re experiencing shortages in toilet paper, paper towels, and cleaning supplies
  • Which factors are contributing to clients’ portfolios being ahead of the general market
  • Top economists’ predictions about how much the unemployment rate will rise
  • And more!

Tune in to get your updates on supply chain issues and the current marketplace.

Resources:  Horizon Sustainable Financial Services | Deep Impact Investing Podcast  | Johann Klaassen | info@horizonssfs.com  | 505-982-9661 


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Episode 22 – How to Support Local Businesses During the COVID-19 Pandemic – With Vicki Pozzebon



Are you looking for ways to support local businesses that have been forced to close down due to the COVID-19 outbreak?

In this episode, Kimberly Griego-Kiel speaks to Vicki Pozzebon, a localist and social entrepreneur, about different ways that people can help local businesses right now. This is an informative episode that will give you insight into what business owners are experiencing and options for helping that suit all budgets.

In this episode, you will learn:

  • How to show goodwill in ways that won’t overwhelm business owners
  • How to play a role in marketing local businesses
  • Reasons why nonprofit organizations are struggling right now
  • About the different relief loans that are available to business owners
  • The role of the ripple effect and how it impacts independent businesses
  • And more!

Tune in to learn how you can support local businesses that have been hit hard financially by the COVID-19 pandemic. 

Resources:  Horizon Sustainable Financial Services | Deep Impact Investing Podcast  | info@horizonssfs.com  | 505-982-9661 | Vicki Pozzebon | purveyor@vickipozzebon.com | Vicki Pozzebon on Twitter | Nextdoor | U.S. Small Business Administration