The Natural Investments ownership transition has been highlighted on several podcasts, including Croatan Conversation, Next Economy Now, as well as Michael Kitces’ Financial Advisor Success podcast.
Highly Sensitive Money is a podcast by Natural Investments advisor Diana Yañez that gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values.
The Smart and Soulful Money® podcast explores the intersections of smart finance, sustainability, spirituality and a conscious purpose in our money lives. Our money can be used as a sacred tool and filled with soul, empowerment and a source for positive change in the world. An expert in the field, she has conversations with specialists to dive into how we can weave together the smart strategies of finance with the soulful approach of a values-aligned money life.
Carrie B. VanWinkle, CFP®, CeFT® and Socially Responsive Investment Advisor supports women and other traditionally marginalized people who are navigating the experience of inheritance. She helps them take aligned and strategic steps to move through the experience of inheritance in a way that can positively change how they engage in their money life, achieve their money goals, and transform the legacy they want to leave for their loved ones and in the bigger world.
Webinars
Perpetual Purpose Trust Ownership
Trust Stewards Nicole Middleton Holloway, Malaika Maphalala, and Michael Kramer presented Natural Investments ownership transition to a meeting of the Racial Justice Investing coalition.
Black Economic Self-Determination with Ed Whitfield
Historian and scholar Ed Whitfield will present an accessible account and framework of Reconstruction. We will talk about how we can continue to be on the path towards racial justice and repair for Black, Indigenous, POC and working class people.
Additional Webinars
Watch and subscribe to Natural Investments’ YouTube channel for additional content.
Books
Natural Investments has been at the forefront of the socially responsible investment world for 30 years. We’ve written three books on socially responsible investing, each one on the leading edge of current practice at the time of publication.
Our new book, The Resilient Investor: A Plan for Your Life, Not Just Your Money (H. Brill, Kramer, Peck), was published in February 2015 by Berrett-Koehler. Here, we look at investing with a wider lens, including not only our financial investments, but also our personal and social assets (skills, relationships, community) and tangible assets (homes, shared infrastructure, ecological systems) in the context of various future scenarios. It’s available now at an independent bookstore near you or from Amazon, Powell’s or Berrett-Koehler. For much more on this innovative new approach to investing, and life, visit The Resilient Investor website.
Investing With Your Values: Making Money and Making a Difference (J. Brill, H. Brill, Feigenbaum; Bloomberg, 1999; New Society, 2001) marked the expansion of SRI to include community investing and shareholder advocacy, and also features an in-depth review of the history of money and the modern economic system, as well as concluding chapters highlighting the ways that many are working to move beyond business as usual.
Investing From the Heart (J. Brill; Crown, 1992) charted the emergence of SRI, focusing on positive and negative screening and the desire to have our money working in the world in ways that reflect our personal values.
In addition to books, Natural Investments publishes a quarterly newsletter that features short, friendly articles on a wide range of topics related to money, society, and constructively engaging the modern economy. Several Natural Investments advisors publish articles in national and regional outlets. Natural Investments’ Insights features many of these newsletter and outside articles, as well as commentary on topical issues of the day.
