Category Archives: Investing

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

September 16, 2020Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Department of Labor, Economy, ESG, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, Law, Portfolio, retire, retirement, Social Justice, Sustainable Investmentdeepimpactinvesting

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 Article | kim@horizonssfs.com | Horizon 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

August 19, 2020Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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

August 5, 2020Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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

July 22, 2020Financial, Investing, Sustainable Investing, UncategorizedDeep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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

July 8, 2020Financial, Investing, Sustainable Investing, UncategorizedCommunity, Deep Impact Investing Podcast, Education, Finances, Horizon Sustainable Financial Services, Inequality, Internalized Racism, Kimberly Griego Kiel, Systemicdeepimpactinvesting

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!

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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

June 25, 2020Financial, Investing, Sustainable Investing, UncategorizedCoronavirus, Covid-19, Deep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Government Loans, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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!

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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

June 3, 2020Financial, Investing, Sustainable Investing, UncategorizedCoronavirus, Covid-19, Deep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Government Loans, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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

May 20, 2020Financial, Investing, Sustainable Investing, UncategorizedCoronavirus, Covid-19, Deep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Government Loans, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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

April 29, 2020Financial, Investing, Sustainable Investing, UncategorizedCoronavirus, Covid-19, Deep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial Marketplace, Financial sustainability, Government Loans, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, retire, retirement, Sustainable Investmentdeepimpactinvesting

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

April 15, 2020Financial, Investing, Sustainable Investing, UncategorizedCovid-19, Deep Impact Investing Podcast, Economy, Finances, Financial, Financial Advisor, Financial future, financial Health Future, Financial Literacy, Financial sustainability, Government Loans, Horizon Sustainable Financial Services, Horizons Sustainable Financial Services, Horizons Sustainable Investing, Invest, Investing, Investment, Kimberly Griego Kiel, Local Businesses, retire, retirement, Supportdeepimpactinvesting

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.

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