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Advisor Spotlight: Stuart Valentine

Posted by Jeso O'Neill, Chief Marketing Officer on 9/27/19 8:44 AM

Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month we're thrilled to be trying out a new format! We're turning these interviews into short-form podcasts. You have to start somewhere and we decided to start with Stuart Valentine, a VFG Financial Advisor whose practice, Centered Wealth focuses on connecting one’s life-purpose with financial choices and investment portfolios. Below are the audio highlights from our interview. However, I found the content very meaty and decided to post the transcript not covered in the podcast below. It's long, but well-worth the read....

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Topics: ESG, sustainability, Jed Emerson, The Advisor Spotlight, renewable energy

“ReUnited States of America” is my 2019 Wish

Posted by Steve Distante on 12/31/18 11:39 AM

 

 "Earthwise" 1968 vs. 2018 // Photo by Bill Anders

On Christmas Day 50 years ago, America was a divided nation. It was a tough year of troubled times and assassinations. We lost Martin Luther King, Jr. and Bobby Kennedy, and the Vietnam War was in full swing with massive rampant protests. I can see the parallels between the issues we dealt with during that difficult year of 1968 and today, including moments and opportunities to bring us back together.

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Topics: ESG, Blogging, sustainability

How Can We Bring Green Finance to Mainstream Investing?

Posted by Vanderbilt Financial Group on 7/25/17 1:11 PM
Last week, Bank of England Governor and Chairman of the G20's Financial Stability Board, Mark Carney, spoke to a crowd in Berlin about how green finance can maximize return, aid the global economy and combat global climate change if we figure out how to bring Impact Investing to the mainstream. We totally agree!



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Topics: Financial Advisors, Impact Investing, Client Relationships, Impact-Washing, ESG, Green Finance

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