05.25.2023 - By Bill Holliday, CFP
https://youtu.be/H6Z1SJynAxE AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Shareholder advocacy is when shareholders use their position as owners to influence a company’s behavior. This is done by engaging in dialogue with board members, filing and voting on proposals, or publicizing concerns. It can … Shareholder Advocacy Update Read More »