Tag Archives: Portfolio

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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