Table of Contents
Preface: Welcome to a Brave New World xiii
Part 1 Establishing Your Foundation 1
Chapter 1 Values-Aligned Investing: Step into Your Financial Power 3
Chapter 2 Your Relationship with Money: Invest with Your Heart and Mind 15
Chapter 3 Your Financial Foundation: Master Some Core Principles 31
Part 2 Crafting an Aligned Portfolio 53
Chapter 4 Cash: Activate Your Savings and Checking Accounts 55
Chapter 5 Cash Alternatives: Yield Higher Returns for Idle Cash 77
Chapter 6 Fixed Income: Grasp the Potential of Bonds 87
Chapter 7 Public Equities: Invest in the Stock Market with Confidence 113
Chapter 8 Public Equities: Select Values-Aligned Investments 133
Chapter 9 Private Investments: Explore Private Debt, Private Equity, and Angel Investing 153
Chapter 10 Alternative Investments: Achieve Deeper Diversification and Impact 177
Chapter 11 Maximize Your Philanthropy: Finish with Grants and Concessionary Investing 199
Part 3 Building a Community of Support 221
Chapter 12 Professional Support: Find Values-Aligned Financial Advisors 223
Chapter 13 Retirement Accounts: Build Values into IRAs and Employer Plans 243
Chapter 14 Gather Your Friends: Get Together for Fun and Profit 261
Conclusion Stepping into Your Financial Future 273
Glossary 275
Acknowledgments 285
About the Author 289
Index 291