2023, Here We Come!
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What day is it again?
The days leading up to the new year always seem to run into each other. But we’re back in your inbox, meaning it’s Thursday, and NYE is just two days away. 🍾🎉
If you’re like us, you might have new year’s resolutions on your mind this week. We don’t have any gym or diet recs to help with that “get fit” goal, but here are a few resources that might help you on your path to achieving whatever financial resolutions you’ve made for the year ahead:
- Get that retirement plan on track: If you need to up your game when it comes to retirement planning, talking with a financial advisor is a great place to start. We have some tips for finding a financial advisor who aligns with your values and needs. And don’t forget to make sure you’re getting the most out of your 401(k).
- Green your investments: If we learned one thing in 2022, it’s that the world still has a looong way to go in the fight against climate change. Organizations like CDP, MSCI, and Sustainalytics offer helpful tools for evaluating the sustainability ratings of stocks in your portfolio. You might also find inspiration in our Guide to Cleantech Investing.
- Invest in companies that align with your values: Whether you want to make sure your capital goes to companies that champion gender equality or those that align with your faith, racial justice, or any number of other values that can make an impact in our world and its future, there are plenty of resources that can help. Try starting with JUST Capital’s Corporate Racial Equity Tracker, the As You Sow Racial Justice Scorecard, the Black Dollar Index, and FWIW’s Guide to Gender Lens Investing or our How to Practice Faith-Based Investing primer.
Our Resources page is full of additional websites and insights that can be helpful as you embark on your 2023 financial resolutions. If you’d like to spend a little more time reflecting on the past 12 months, you’ll find below our recap of the top sustainable business stories of the year, plus our final quiz of 2022.
Happy holidays!
Asking for a friend….
We know there is a lot to think about these days, and it can sometimes be a bit overwhelming. To help with those nagging questions and so you have useful resources at your fingertips, here are few links to resources and past stories relevant in these turbulent times:
- Some of our favorite inflation-fighting strategies (and a few more)
- How to Practice Faith-Based Investing
- Unpacking the ESG Alphabet Soup (including a link to our ever-growing glossary of common terms)
- FWIW Guide to Cleantech Investing: Sectors to Watch (covering a dozen innovative sectors to anchor your research on sustainable investing options)
- “Siri, What Is a Recession?”
Get in-quiz-itive
As we look back on 2022, we have to say that there were more financial news and market shifts than any of the analysts we spoke with expected. We’ve been sharing the latest resources, news, and trends to help you stay on top of the world and align your investing with your values, and we’ve covered a lot of areas — from faith-based investing and where to invest your savings to how to invest while trying to prepare for a potential economic downturn. Whether you’ve been reading for two weeks or 52, take this short, no-judgment quiz to see how much intel you’ve absorbed through our newsletter.
And if you miss a few answers? No sweat. You will see links to relevant content, so you can catch up on any stories you missed.
Good luck!
