Tag Archives: Investment

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Episode 35 – 7 Tips For Choosing The Right Financial Advisor



While many believe that they can handle their finances just as well, or even better, than a financial advisor, the truth is that your finances will likely see better progress with the help of a trusted advisor.

To help you find the best advisor for you, Kimberly Griego-Kiel draws upon her experience in the financial services and impact investing industries to outline seven considerations to keep in mind during your search for your next advisor.

In this episode, you will learn:

  • Why a proper financial advisor will never promise potential returns
  • How to find an advisor that fits your business and investment needs 
  • Why your advisor should be a fiduciary  
  • The difference between a financial planner and a broker 
  • And more!

Tune in to discover how working with an advisor can lead you to better long-term results! 

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

 


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Episode 34 – Meet Horizons’ Newest Team Members — With Bryanna Briley & Paul Perret



“Great things in business are never done by one person. They are done by a team of people.” – Steve Jobs 

Meet Horizons Sustainable Financial Services’ newest team members, Bryanna Briley and Paul Perret!

In this episode, get your official introduction to Bryanna and Paul and discover who they are both professionally and personally — and why they’ve joined the Horizons family.

In this episode, you will learn:

  • How Paul acquires new clients in Alabama 
  • Bryanna’s insight on entering the socially conscious side of the financial industry
  • Paul’s financial philosophy 
  • About Paul and Bryanna and their proudest achievements 
  • And more!

Tune in now to meet Bryanna and Paul and to learn how they will help Horizons clients join their financial goals with their personal values!

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


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Episode 33 – HIP Investing: Making Money While Doing Good – With Paul Herman



There are many investing approaches you can use to invest in a way that will not only align with your goals, but also with your values.

Today, Kimberly Griego-Kiel joins HIP Investor’s founder and CEO, Paul Herman, to explore his unique investing process. Paul discusses how HIP investing can pursue both human impact and profit and reveals how he rates companies around issues such as health, wealth, earth, equality, and trust.

In this episode, you’ll learn:

  • The five pillars of HIP investing
  • How HIP investing benefits companies and their employees 
  • Paul’s take on HIP’s climate change scoring and its ripple effect on humanity  
  • How Paul found his passion for impact investing
  • And more!

Join Kim and Paul now and discover the power of HIP investing!

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com  | Facebook | HIP Investor | The HIP Investor: Make Bigger Profits by Building a Better World | Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society


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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 31 – Consumption Dynamics & The Pollution Solution



Now more than ever, consumers and their buying practices are reshaping the way companies around the world are practicing sustainability.

How can we harness these consumption dynamics to create a better pollution solution?

With the help of different studies and statistics, Kimberly Griego-Kiel explores this question in this episode. She discusses just how impactful consumers in big and small markets are when it comes to being environmentally conscious and how this trend is affecting companies and their carbon footprints.

In this episode, you will learn:

  • The dynamics around sustainability and consumerism
  • Which countries are considered emerging markets that are pushing sustainability 
  • How emotional sustainability impacts branding efforts
  • How sustainable corporations affected the S&P 500 throughout the years  
  • And more!

Tune in now to discover consumer dynamics and how that results in the pollution solution!

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


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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 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