Strategy Squad: Wealth Management, Financial Planning, Investment Advice

WEBINAR REPLAY: Recently our team at Natural Investments held an educational webinar on Investing in Black Economic Liberation given the raised level of consciousness in investing, giving and spending in black communities. The webinar featured inspiring female leaders who are working hard to build the solidarity economy Malaika Maphalala, Kate Poole and Tiffany Brown of Chordata Capital, Ebony Perkins with Self Help Credit Union, and Sara Loving with BetterBankingOptions.com . We have made the recording available to watch again, as well as compiled a list of resources on how to move your money. https://strategysquad.com/webinar-replay-investing-in-blac/

WEBINAR REPLAY: Sept 2020 we co-hosted a webinar on Climate Activism and Fossil Fuel Free investing with Carrie VanWinkle & Sylvia Panek at Natural Investments, LLC and Gigi Norcross (at Green Century) as part of Climate Week. Learn about the state of affairs and how to divest from dirty energy in your own portfolio. https://www.youtube.com/watch?v=jf3aQKPDrpc

Hi everyone, we are co-hosting a webinar on Sept 24th 10am PT on divesting out of fossil fuel investments. I hope you can join us! See registration details below.

"if ever there was a time to invest in shifting the paradigm of wealth inequality and institutionalized racism, the time is now." - Amy Pender, Natural Investments

Hi everyone wanted to let you know we have updated our Yelp business page to show that we're a black-owned & women-owned business If you are a black-owned or women-owned business make sure you update the new feature on your Yelp page as well!

As a black-owned business, the love and support we get from therunwayproject.org is incredible & we want to share this recent article on how Runway Project's model is using investment capital to build black economic power!

With people’s lives and livelihoods at such a vulnerable state, retirement has been a big topic concern for many. Our latest blog offers some guidance on how to improve your retirement prospects during and after the pandemic. https://strategysquad.com/getting-your-retirement-back-on-/

Find out if starting a business is the right thing for you to do in this new environment. Running your own business can be a rewarding experience. You can be your own boss, achieve your dreams and enjoy greater flexibility. However, it can also mean exposure to new risks, challenges and frustrations as we've seen clearly over the the past couple of months. Before you start your business, it is important to consider the realities you may face and make sure that you, your loved ones, and your finances are prepared for the journey. Join us for Be Your Own Boss, a 4-week online class that runs on Tuesdays from 6:00 - 8:00pm, April 28 - May 19. Register by April 24th to secure your spot!

Sharing Walter Brown Jr recent radio interview discussing COVID19 and its effects on real estate finance, real estate value trends, upcoming availability of financing, personal care and planning tips). Interview starts 03:00:00 in.

Marshawn Lynch has some important $ advice for current NFL players and professional athletes. Real talk!

An important question to ask yourself as we head into a new decade: "As professional women with agency over our resources, what do we want to see more of?" https://www.forbes.com//these-professional-women-are-mak/

We're lovin' this 2019 Holiday Gift Guide from the good folks at The Runway Project. Great resource for helping you find what to get for the quirky, finicky, community-oriented loved ones in your life! https://www.therunwayproject.org//9/12/2019holidaygiftguide

Harvesting tax losses to offset gains and income can be a great way to help lower taxes and improve your overall investment strategy. Financial advisors play an important role in helping their clients do it successfully. Read on!