- Cover
- Title Page
- Copyright
- Dedication
- Welcome to a Brave New World
- PART 1: Establishing Your Foundation
- CHAPTER 1: Values-Aligned Investing
- Women Think Differently About Money
- You Already Have a Lot of Financial Power
- What About Financial Returns?
- Some Terms You Need to Know
- Even Small Investments Make a Difference
- Attaining Financial Fulfillment
- Prepare to Learn, Experiment, and Have Fun
- Take Action
- Endnotes
- CHAPTER 2: Your Relationship with Money
- We All Have Money Stories
- Integrating Your Values
- Putting Your Heart and Mind into Your Investments
- Take Action
- CHAPTER 3: Your Financial Foundation
- Before You Invest
- How Much Money Do You Have?
- Your Investment Criteria
- Introduction to Asset Classes
- Designing Your Portfolio
- Tracking How Your Investments Perform
- Your Investment Policy Statement
- Take Action
- Endnotes
- PART 2: Crafting an Aligned Portfolio
- CHAPTER 4: Cash
- Cash Is Ready Money
- Traditional Options: The Mega-Bank
- Other Banking Options
- Values-Aligned Banking Options
- Aligning Your Cash
- Take Action
- Endnotes
- Notes
- CHAPTER 5: Cash Alternatives
- What Are Cash Alternatives?
- Fully Insured Cash Alternatives
- Non-Insured Cash Alternatives
- Take Action
- Endnote
- Notes
- CHAPTER 6: Fixed Income
- Non-Bond Options: CDs, CDFIs, and Notes
- Bond Basics
- Finding Values Alignment in Bonds
- Investing in Individual Bonds
- Values-Aligned Bonds
- Investing in Bond Funds
- Values-Aligned Bond Funds and Bond ETFs
- Assessing and Mitigating Bond Risks
- Making Fixed Income Investment Decisions
- Take Action
- Endnotes
- CHAPTER 7: Public Equities
- Why Should You Spend Time Learning About Public Equities?
- Trade-Offs in Investment Approach
- Investing with a Financial Advisor
- Diversifying Your Portfolio
- Putting It All Together
- Take Action
- Endnotes
- CHAPTER 8: Public Equities
- The Current State of Values-Alignment in Public Equities
- Finding Values-Aligned Stocks
- Finding Values-Aligned Stock Funds and ETFs
- Special Categories of Stock Funds and ETFs
- On the Horizon
- Investments That Require a Financial Advisor
- Engaging in Shareholder Advocacy
- Take Action
- Endnotes
- CHAPTER 9: Private Investments
- Anyone Can Invest in Private Companies
- Given the Risks, Why Make Private Investments at All?
- What Are You Buying?
- Private Debt
- Private Equity
- Revenue-Based Investments
- Summing Up Private Debt and Private Equity
- Getting Started as a Private Investor
- Crowdfunding
- Female-Focused Angel Groups
- Private Investment Funds
- Take Action
- Endnotes
- Notes
- CHAPTER 10: Alternative Investments
- Alternatives Come in Many Forms
- REITs' Cross-Impact Categories
- Renewable Energy
- Residential and Commercial Real Estate
- Sustainable Agriculture
- Sustainable Forestry
- Water
- Some Thoughts on Due Diligence
- Take Action
- Endnotes
- CHAPTER 11: Maximize Your Philanthropy
- Develop a Personal Giving Plan
- Join a Giving Circle
- Open a Donor-Advised Fund
- Take Action
- Endnotes
- Note
- PART 3: Building a Community of Support
- CHAPTER 13: Retirement Accounts
- Making the Most of Your Retirement Accounts
- Retirement Account Models
- Types of Retirement Accounts
- Bringing Values-Aligned Investments into Your Retirement Accounts
- Self-Directed IRAs and Solo 401(k)s
- Activating Your Employer Accounts
- Advocating for Change Where You Work
- A Range of Options
- Take Action
- Endnotes
- CHAPTER 14: Gather Your Friends
- Why Women Come Together to Discuss Their Money
- Starting an Investment Club
- Using a Curriculum
- Take Action
- Endnotes
- Glossary
- Acknowledgments
- About the Author
- Index
- End User License Agreement
“When money flows into the hands of women who have the authority to use it, everything changes.”
—Melinda Gates
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