04597cam a22004338i 450000100090000000300080000900500170001700700030003400800410003701000170007802000260009502000230012102000240014402000300016802000250019804000280022304100080025104200080025905000230026708200160029010000190030624500990032526400590042430000490048333600260053233700280055833800270058650000200061350513070063352018770194065000230381765000240384065000300386465000170389465000160391165000440392765000470397177601450401821951125BJBSDDR20241120154839.0ta210319s2021 nju 001 0 eng  a 2021009909 a9781119777083 (cloth) a1119777089 (cloth) a9781394171347 (pbk) z9781119777106 (adobe pdf) z9781119777090 (epub) aDLCbengerdacDLCdDLC aeng apcc14aHG 179bF527a 202100a332.02400821 aFirpo, Janine 10aActivate your money :binvest to grow your wealth and build a better world /cby Janine Firpo. 1aHoboken, New Jersey :bJohn Wiley & Sons, Inc.,c2021. axviii, 301 pages :billustrations ; c24 cm. atextbtxt2rdacontent aunmediatedbn2rdamedia avolumebnc2rdacarrier aIncludes index.0 aPreface: 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 a"Activate Your Money provides the foundational support women need to talk to each other about their money, invest to grow their wealth, and to take the actions required to shift their assets into alignment with their values. Written for smart, savvy, successful women who have investable funds they attained through earning, inheritance, or other forms of asset building, Activate Your Money starts where other personal finance books leave off. It delivers the depth of information women need to make informed investment decisions across their entire portfolios. Starting with checking and savings accounts and proceeding asset-class by asset-class, the central part of the book provides readers with core investment knowledge, as well as concrete examples about how and where they can invest their money in alignment with their values. A section that explains the importance of values-aligned investing and grounds readers in their current financial situation precedes these chapters. The book concludes with a segment dedicated to helping women find communities of support and guidance on empowering their daughters and granddaughters to be smart, confident values-aligned investors. This book will launch with a companion website that contains downloadable tools readers can use to take action. It will also be accompanied by a curriculum that guides women through the process of starting and running their own "Invest for Better" finance clubs. Written in three sections, Activate Your Money helps readers: Explore values-aligned investing and acquire tools through which they can understand their own money beliefs and values; Discover socially responsible investment options, asset class by asset class, and make decisions about where to put their money; Break the taboo on discussing money with partners, advisors, friends, and daughters"--cProvided by publisher. 0aFinance, Personal. 4aFinanzas personales 0aWomenxFinance, Personal. 0aInvestments. 4aInversiones 0aInvestmentsxMoral and ethical aspects. 4aInversiones xAspectos morales y éticos 08iOnline version:aFirpo, Janine.tActivate your moneydHoboken, New Jersey : John Wiley & Sons, Inc., [2021]z9781119777106w(DLC) 2021009910