Alissa Todd

Two of the biggest #investing mistakes I see people make Mistake #1: Letting emotions drive your investment decisions. I get it - volatile markets and an uncertain economy can be scary. That’s why we are here to help you navigate the investment world. Remember, it’s not about TIMING the market; it’s about time spent IN the market. ... Mistake #2: Not starting early. Investing often gets put on the back burner especially when you are focused on other financial goals or if you don't fully understand what's going on with your portfolio. When it comes to investing, there is no substitute for time. Start investing early and often. I know that investing can seem intimidating and daunting. That’s why we are hosting this completely free training series on How to Align Your Money with Your Values and TOMORROW is our FINAL session. Over the last 3 weeks, we’ve had many people reach out after our trainings saying they enjoyed learning the basics of #ESG /Sustainable Investing, the concrete company stories and didn't expect the level of detail that we went into during these live trainings. The purpose of our live training is to focus on #ESGInvesting- what it is and why it is an opportunity for successful, socially conscious people like you. Tomorrow is our FINAL training so if you missed any of our previous sessions, you won’t want to miss this one! You’ll also receive The Wealth Consulting Group’s ESG eBook this will only be sent to those who attend tomorrow's live training. Remember, your desire to build a better world and your desire to build a better portfolio doesn’t have to be mutually exclusive. Link to save your spot is in the first comment below!

FREE #SUSTAINABLE (ESG) INVESTING eBOOK when you attend Thursday’s LAST training session on How to Align Your Money with Your Values! In this brand new eBook, you’ll learn the basics of ESG investing and an overview of the Environmental, Social and Governance (ESG) aspects of #ESGinvesting. Our eBook includes company stories so you have concrete examples on how ESG factors play out in real life scenarios.... It’s hard to believe that Thursday is already our LAST session of this series where we focused on what ESG is and why it is a good opportunity for successful and socially conscious people like you. This is the perfect session to attend if you’ve missed any of our previous ESG trainings as you’ll learn the key takeaways from the previous trainings along with action items on how you can be an empowered #investor now that you’ve learned about ESG #investing. Link to sign up is in the first comment below!

ESG Investing uncovers high quality and resilient companies. On Thursday’s training we discussed how a company is managed can influence the #culture and ethics of a company. Is the company ethical and forward thinking or is it promoting a toxic and unethical culture and thus increasing its risk for situations such as sexual harassment, illegal activities etc? All of these increase the risk of regulatory penalties and reputations damage from substandard business practices. Ou...r attendees learned how board #diversity, specifically having more women on a corporate board, has a positive influence on financial performance. Thank you Emily Lee for doing an amazing job highlighting the importance of investing in companies that are well managed and have strong Governance policies. next week is our LAST training! If you’ve missed any of our previous sessions, you’ll want to RSVP. You’ll also receive our #ESG eBook and learn steps you can take to become an empowered investor. Link to register is in the first comment below. #financialadvisor #investing #stockmarket

LAST CHANCE to sign up for tomorrow's How to Align Your Money with Your Values Part 3 Training! One of the biggest mistakes I see people make when it comes to finances is Letting your feelings of overwhelm and confusion about the stock market and finances prevent you from taking action and leading to analysis paralysis. I get it - the financial services industry can seem intimidating and daunting.... That’s why I’m hosting this completely free training series on How to Align Your Money with Your Values. Here is why you’ll want to save your spot & what I’ll be teaching in this free live training on Wednesday: In this series, we are focusing on what ESG is and why it is an opportunity for successful, socially conscious people like you. Part 3 focuses on the Governance aspect of ESG Investing so you’ll learn how a company’s Governance business practices affect their financial performance. Some factors board diversity, business ethics and accounting policies and controls, executive compensation The basics of Sustainable or Responsible (ESG) Investing so don’t worry if you don’t know a single thing about this yet! How you can align your investment portfolio with your values and focus on investing in companies who are making a conscious effort to make a positive impact in the world. As of 3/31/20, there were $1,435 BILION in 1,291 socially conscious or sustainable funds, which is more than 35x compared to 2005 *1 A growing number of investors want to see their money go toward investments that are reflective of their values. You’ll learn from me and guest speaker, Emily Lee from Impax Asset Management. You will also hear about company success stories when advocates were able to create change in their Governance policy. So, use this as a sign to take action and sign up for my free training series. Just remember, wanting to build a better world and wanting to build a better portfolio are not mutually exclusive.

Why ESG investing is an opportunity for successful, socially conscious people like you. Social responsibility has become a pillar in many companies as consumers like yourself become more conscious of the companies you do business with. No longer is it enough to simply have a good product or service if the company is making headlines in the news for dangerous working environments, financial corruption or poor waste management. Whether you realize it or not, you are already sup...porting companies through your current investments. Think about the funds or stocks you own in your IRAs, 401ks, 403b, brokerage accounts. You are already creating an impact by supporting those companies within your portfolio. So the question becomes, What kind of impact am I creating? Are you invested in companies who have experienced privacy and data breaches? Companies whose CEOs have taken bonuses while laying off their employees during hard times? Companies who don't think about their environmental footprint? There is a better way. On Wednesday I'm showing you how a company's Social business practices such as board diversity, business ethics and accounting policies and controls, executive compensation all affect a company’s financial performance. Sign up using the link in first comment.

When Tina Fey was hired as SNL’s first female head writer, her sketches were not landing even though she KNEW they were funny. The problem was that she was telling her jokes to a room full of men. When she would tell the same jokes to women, they couldn’t stop laughing. It turns out that men didn’t find the mom jean jokes as funny as women did! Once SNL started hiring more female writers and staff, they started attracting a wider audience range as more women were turning in. ...No longer were the jokes solely directed to men. Now some of the most prominent SNL cast members are women such as Kristin Wiig, Kate McKinnon, Cecily Strong. Having a more diverse staff of writers allowed SNL to reach a more diverse audience. More on the show = more for the network. The same principle can be applied to corporations. Companies with more women in leadership have: greater innovation increased productivity higher employee satisfaction higher employee retention. Research has shown that there is a positive influence on performance when three or more women are on a corporate board. This is why board diversity receives a lot of attention under the Governance focus of ESG investing. You won’t want to miss Wednesday’s training as you’ll learn how board diversity, business ethics and accounting policies and controls, executive compensation all affect a company’s financial performance and why ESG investing is such a good opportunity for successful and socially conscious people like you. FREE training: How to Align Your Money with Your Values https://www.eventbrite.com/e/116129589729

Product recalls, consumer data collection and privacy, employee safety and labor standards are all things we often hear in the news. They’re reflective of a company’s Social business practices and the topic we covered on yesterday’s training. Our attendees learned the financial... impact when companies treat their employees well or what happens when a company chooses to recall a product vs stick a warning label on a malfunctioning product. (We used real company examples which I’m omitting to avoid endorsement). As an ESG investor, you also have the power to advocate for companies to change their policies. Turner Miller, CFA shared a great example of a company with a supply chain management issue: they were essentially using slave labor fishermen. Through ESG shareholder advocacy, this issue was brought to the company’s attention. This company then worked with several non profits and organizations to correct their supply chain and implement ethical standards. An amazing example on how you can vote with your money and promote real change. Next week, you’ll learn how board diversity, business ethics and accounting policies & excessive executive compensation affect a company’s financial performance. To sign up for Wednesday’s training, click the link in the first comment. Michael Woitkoski- The Wealth Consulting Group The Wealth Consulting Group

What do employee health & safety, supply chain labor practices, product quality and recalls, data security and privacy have in common? They are all factors that fall under the Social aspect of ESG investing, which is an opportunity for successful, socially conscious people like you. As of 3/31/20, there were $1,435 BILION in 1,291 socially conscious or sustainable funds, which is more than 35x compared to 2005... A growing number of investors want to see their money go toward investments that are reflective of their values. Save your spot for tomorrow's free training at 10am to learn how you can align your investment portfolio with your values and focus on investing in companies who are making a conscious effort to make a positive impact in the world. Link to sign up is in the first comment. Wanting to build a better world and wanting to build a better portfolio are not mutually exclusive. On Thursday’s training, I’m going to show you how. #FinancialAdvisor #Investing

One of the biggest mistakes I see people make when it comes to finances is Letting your feelings of overwhelm and confusion about the stock market and finances prevent you from taking action and leading to analysis paralysis. I get it - the financial services industry can seem intimidating and daunting. That’s why I’m hosting this completely free training series on How to Align Your Money with Your Values. ... Here is why you’ll want to save your spot & what I’ll be teaching in this free live training on Thursday: In this series, we are focusing on what ESG is and why it is an opportunity for successful, socially conscious people like you. Part 2 focuses on the Social aspect of ESG Investing so you’ll learn how a company’s Social business practices affect their financial performance. Some factors include employee health & safety, supply chain labor practices, product quality and recalls, data security and privacy. The basics of Sustainable or Responsible (ESG) Investing so don’t worry if you don’t know a single thing about this yet! How you can align your investment portfolio with your values and focus on investing in companies who are making a conscious effort to make a positive impact in the world. As of 3/31/20, there were $1,435 BILION in 1,291 socially conscious or sustainable funds, which is more than 35x compared to 2005 *1 A growing number of investors want to see their money go toward investments that are reflective of their values. You’ll learn from me and guest speaker, Tuner Miller, CFA and National Account Manager, with Parnassus Investments. You will also hear about company success stories when advocates were able to create change in their Social policy. So, use this as a sign to take action and sign up for my free training series. Just remember, wanting to build a better world and wanting to build a better portfolio are not mutually exclusive. On Thursday’s training, I’m going to show you how. Save your spot by clicking the link in the first comment. We are starting at 10am PST on Thursday! *1 Morningstar Direct, as of 3/31/20.

From utilization of reusable water, plastic reduction to energy transition, last Thursday's Part 1 training covered different Environmental business practices that a company can either embrace or not pay attention to. We shared a comparison of two utility companies: one who adopted environmentally friendly business practices and one who didn't and the financial implications of both. You guessed it - the company who who embraced and adopted environmentally conscious business ...practices outperformed the other. This Thursday is Part 2 of How to Align Your Money with Your Values training series where you'll learn how Social business practices affect a company's financial performance. Some Social criteria include employee health & safety, supply chain labor practices, product quality and recalls, data security and privacy. All VERY relevant in recent years. Wanting to build a better world and wanting to build a better portfolio are not mutually exclusive. Save your spot for Thursday's training using the link in the first comment. #investing #ESGinvesting #financialadvisor

One of the biggest mistakes I see people make when it comes to finances -> Having "one more thing" before taking action. ...waiting to increase income before creating a financial plan... ...reading one more article about stocks before you start looking at what's actually going on in your portfolio ...paying off student loans before doing anything else instead of taking a step back and realizing that you can pay down your student loans AND pursue your other financial goals at the same time. ...one more podcast, one more book, one more blog post Sound familiar? Look I get it- the financial services industry can seem intimidating & daunting. But don't let your feelings of overwhelm and confusion about the stock market and finances prevent you from taking action. That’s why I’m hosting my FREE training series to show you How to Align Your Money with Your Values to help you become an educated &empowered investor. Learn how to use your money for good by investing in companies with the best Environmental, Social and Governance policies. So, use this as an invitation to take action and sign up for my free training series. Just remember, wanting to build a better world and wanting to build a better portfolio are not mutually exclusive. https://www.eventbrite.com/e/116129589729

Alissa Todd Live Stream * #moneytip #personalfinance #AskAlissa * CONNECT WITH ME:... YOUTUBE: https://bit.ly/2ULqZ3F FACEBOOK: https://www.facebook.com/AlissaToddWCG LINKEDIN: https://www.linkedin.com/in/alissatodd/ See more

How To Choose Your Investment Strategy * #moneytip #personalfinance #AskAlissa * CONNECT WITH ME:... YOUTUBE: https://bit.ly/2ULqZ3F FACEBOOK: https://www.facebook.com/AlissaToddWCG LINKEDIN: https://www.linkedin.com/in/alissatodd/ See more

Reminiscing when we hosted our event: How to align your money with your values at our office last year! Thursday’s Part 1 focuses on the Environmental aspect of ESG Investing so you’ll learn how a company’s Environmental business practices affect their financial performance. Some factors include a company’s energy management, carbon emissions, toxic emissions, water usage and so much more. ... Only two more days to grab your seat. Link in the first comment below! #FinancialAdvisor #Investing #FinancialFreedom