Values Based Investing with Chad Horning

We talked about the history and evolution of impact, SRI and ESG investing, the fundamental question of “what’s the purpose of investing,” stakeholders and shareholders, and how to make this kind of investing a reality!

Aug 29, 2021 | Podcast

About the Episode

LifeBlood: We talked about the history and evolution of impact, SRI and ESG investing, the fundamental question of “what’s the purpose of investing,” stakeholders and shareholders, and how to make this kind of investing a reality with Chad Horning, CFA and President of Praxis Mutual Funds.  Listen to learn how to develop an investment portfolio that’s aligned to your values!

For the Difference Making Tip, scan ahead to 18:57!

You can learn more about Chad at PraxisMutualFunds.com and LinkedIn.

George Grombacher

George Grombacher

Lifeblood Host

Chad Horning

Chad Horning

Guest

More Episodes

Having Tough Conversations with Tom Wall

Having Tough Conversations with Tom Wall

Having Tough Conversations with Tom Wall To be a good advisor, do you need to have tough conversations with your clients? Tom Wall talks about getting down to what matters when it comes to money! About the EpisodeWe focused on having tough conversations, how the...

Your Banking Relationship

Your Banking Relationship

Your Banking Relationship How's your banking relationship? How would you feel if your bank allowed advertisers to target you based on your spending? That's what Chase is doing. George G breaks it down so you can make good decisions!About the EpisodeHow’s your banking...

Robinhood: Taking from Everyone

Robinhood: Taking from Everyone

Robinhood: Taking from Everyone Is Robinhood a good place to invest? George G breaks down how they make money, and whether or not you'll make money! About the EpisodeRobinhood is offering some big incentives to join their platform. Is it the right place for you to be...

Finding Your North Star with Caleb Silver

Finding Your North Star with Caleb Silver

Finding Your North Star with Caleb Silver Finding your financial north star is critical and requires thought. Caleb Silver talks about knowing what's valuable and what truly matters! About the EpisodeWe focused on finding your financial north star, deciding for...

Spare Me, Larry Fink

Spare Me, Larry Fink

Spare Me, Larry Fink Larry Fink from Blackrock wants to save retirement. Is he really the one to do it? George G breaks down his 11,000 word letter to shareholders.  About the EpisodeLarry Fink from Blackrock wants to save retirement. Is he really the one to do it? Is...

An Open Letter to Working Class Americans

An Open Letter to Working Class Americans

An Open Letter to Working Class Americans If you could write an open letter to working class Americans regarding their personal finances, what would it say?!About the EpisodeIf you could write an open letter to working class Americans regarding their personal...

Creating Value with Ben Hockema

Creating Value with Ben Hockema

Creating Value with Ben Hockema Are you creating value, or simply delivering a product or service? Ben Hockema talks about how to do it in a changing marketplace! About the EpisodeWe focused on creating value, the reasons people are turning to message boards and...

Changes in Realtor Commissions

Changes in Realtor Commissions

Changes in Realtor Commissions What's going on with Realtor commissions and what does it mean? George G breaks it down and shares a three-step framework for how agents can start delivering more value!About the EpisodeWhat's going on with Realtor commissions and what...

Avoiding Financial Scams

Avoiding Financial Scams

Avoiding Financial Scams Financial scams are an unfortunate reality, and scammers are going after our aging parents. George talks about how to avoid getting taken advantage of!About the EpisodeFinancial scams are an unfortunate reality, and scammers are going after...

Join the show.

Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!