Investing
Webinar 2: Understanding Money Creation and Ecological Limits
The second webinar will reveal the origin of investment capital and how its continuous growth is incompatible with a finite planet therefore compelling us towards a more holistic approach to investing. We will look at a number of aligned and direct investment options open to all investors.
Webinar 3: Beyond the Narrow Lens of Conventional Finance
The third webinar will show how a Personal Investment Compass (PIC) helps us clarify what we stand for and how to enlist our investments in supporting our deepest aspirations.
Webinar 4: Portfolio Management 101
The fourth webinar will introduce key concepts of portfolio management, assess your risk profile, challenge assumptions of capital market expectations, and look at the reasons for including local and direct investments in personal portfolios.
Webinar 5: Due Diligence 101
The last webinar will look at due diligence, help with assessing investment risk, explore an integrated whole-person approach to due diligence, and offer an opportunity to join a community of practice.
Towards Aware and Values-Centered Investing
Towards Aware and Values-Centered Investing - A Money Quotient University Course To help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values. Description Click here to watch the first five minutes of Marco’s first lecture. In this video, he discusses his … Continue reading Towards Aware and Values-Centered Investing
Towards Aware and Values-Centered Investing
Towards Aware and Values-Centered Investing - A Money Quotient University Course To help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values. Description Click here to watch the first five minutes of Marco’s first lecture. In this video, he discusses his … Continue reading Towards Aware and Values-Centered Investing