As the year comes to a close we have been reflecting on our second year operating as a Registered Investment Advisor. Throughout 2024, we sought to grow our firm and expand the quality and depth of our offerings. We forged 16 new client relationships, hosted three major cross-community gatherings, created 10 original blogs and 11 (going on 12) unique monthly newsletters - all informed by our learnings at 25+ community events and engagement with local partners. 

Study your ballot ahead of election day for state and local races and initiatives.

A guest blog written by Cary Moon & Dionne Foster, Executive Director of Progress Alliance

In this moment of political instability, some of us are seeking more effective ways to invest our resources and energy for lasting progressive change. Supporting great candidates is of course essential. But what if we could build sustainable progressive power in our state, rooted in a more inclusive democracy that represents all our communities? 

What if we had the infrastructure in place year round to organize vision and collaboration around solutions – instead of just a flurry of activity at election time?

Hope alone is not a strategy. But as a verb, hope gives me a belief in what is possible. Rather than seeing the current state of the world as impossible for me to do anything about, hope provides the optimism, clarity and strength to do something rather than nothing. A starting point to move beyond stasis.

In the spirit of Seattle Pride 50, we encourage you to get involved and support LGBTQ+ rights, initiatives and businesses this month – and all year round. Here are some key resources to get you started.

Probably not. While your 401(k) retirement savings are essential for your financial security, they might also be inadvertently contributing to environmental harm. Many 401(k) plans invest in oil and gas companies, which not only affect the planet but can also impact your investment returns.

Curious about how the EPA's $27 billion dollar investment in greenhouse gas reductions will roll out? This blog is designed to demystify the historic Greenhouse Gas Reduction Act (GGRF).

Humanize Wealth provides personalized wealth management for individuals, families, and foundations who value social impact, environmental justice and shared prosperity. To best guide folks along their investment journey, we are continuously learning and informing ourselves on the landscape of real estate investment opportunities that seek to create shared prosperity in our region and beyond.

With February being Black History Month, I’ve taken time to reflect back on what I have learned about Black history over the last few years, how it has transformed my worldview and how I spend my time and energy differently today as a result.

Looking into 2024, we seek to humanize our industry events and community gatherings by getting to the heart of real issues, seeking to understand different needs and perspectives, and co-creating solutions. We also seek to be a bridge across communities of investors, artists, businesses, philanthropists, community development folks, public agencies, etc.

DAFs are an important tool for investors seeking to use their financial resources to foster positive change across various economic, social and environmental systems from climate change to education, housing, biodiversity and even politics.

Consider the power of your investment dollars as a tool for progress.

Why use of Environmental, Social and Governance (ESG) investment factors and analysis across the overwhelming majority of investment strategies will not only survive, but increasingly thrive

Introducing

It all begins with an idea.