US SIF Sustainable Investing Trends Report

US SIF Sustainable Investing Trends Report

In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report. Christopher Phalen serves as Research Manager at US SIF. He is responsible for leading research product output such as issue report, blog posts and...
New Fee Only Certified Financial Planner at AIO

New Fee Only Certified Financial Planner at AIO

Welcome to AIO, Linda Stratton!   In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified financial planner, an enrolled agent, and has her MBA. We are so excited to have her joining the AIO team.   Linda Stratton was born...