Personal Finance
Ivy Jack, NorthStar Asset Management
Personal Finance | April 15, 2021
Ivy Jack: This moment demands more than investing money
As a child growing up in Baptist churches in Louisiana, I would hear older folks say “Prayer changes things.” Throughout tough periods over …
Personal Finance | February 16, 2021
Nick Flores: Channeling my passions and purpose into my portfolio
Back in 2017, I started receiving questions about my personal portfolio from industry peers.1 Like me, none of them had a $10+ million …
Personal Finance | January 25, 2021
Patricia Farrar-Rivas: How I invest for equity
I grew up the daughter of an Air Force officer and a homemaker. We did not have a lot of money, but as …
Beats | September 17, 2020
Matthew Patsky: Finding my tribe in an unexpected place
Most middle-school-aged children are focused on their small life bubble: impressing their friends with their new sneakers or making sure they do their …
Dealflow | September 3, 2020
Triodos Bank develops impact bond fund for U.K. retail investors
ImpactAlpha, September 3 – Nearly half of retail investors in the U.K. want impact investment options. Triodos Bank U.K. is responding with an …
Beats | July 27, 2020
Nia’s Kristin Hull: How I invest in environmental sustainability and social change
I grew up without money, and so earning a living—rather than investing—was a primary pursuit for me. While I recall my parents arguing …
Beats | June 17, 2020
Erika Karp: How I have invested in the road less traveled
It feels like a hundred years ago that I first walked onto the vast trading floor of one of the world’s largest global …
Conservation | May 22, 2020
Aspiration secures $135 million to expand impact banking products
ImpactAlpha, May 22 – Aspiration launched in 2015 to offer a green and “conscious,” digital alternative to mainstream banks. It has since gone …
Dealflow | May 21, 2020
Wire Group raises €25 million for Netherlands-based impact fund of funds
ImpactAlpha, May 21 – Dutch impact advisor Wire Group launched its first fund last year, after 10 years helping European family offices develop …
Beats | May 11, 2020
Brent Kessel: Expanding what’s possible with money
I was born and raised in apartheid South Africa and lived there until I was ten. As I grew, the terrible inequity I …
Beats | March 30, 2020
Matthew Weatherley-White: How I invest my own money
A Coronaddemdum. It is fascinating to read this piece in the throes of the Corona volatility. I wrote it sometime last fall, long …
Beats | March 23, 2020
Beth Bafford: Making my money work for my kids and their future
It has been nearly four years since I wrote about my process to align my investment portfolio with my values. Back then, in …
Beats | February 18, 2020
Impact drives alpha, and other lessons from ‘100% impact’ donor-advised funds
Impact can drive alpha—but market-beating returns are hard to come by in short-term investments. An impact portfolio that’s not under regular review is …
Dealflow | September 19, 2019
Patch Homes raises $5 million for debt-free home refinancing
ImpactAlpha, September 19 – Ten years in finance exposed Sahil Gupta to average Americans’ financial woes. “Everyone wants to invest for retirement and have …
iroquois-valley-farms | September 17, 2019
Iroquois Valley Farmland’s direct public offering lets smaller investors get a share of ‘soil wealth’
ImpactAlpha, Sept. 17 – Tired of gold? Leery of Bitcoin? Smaller investors can now invest in soil wealth. Last month, Iroquois Valley Farmland …