Thoughtful perspectives on money, mindset, and living with purpose.
Explore how values based investing and impact investing have evolved, what they may look like today, and how investors can evaluate alignment, risk, and measurable impact...
Many people may assume that a high income automatically leads to financial security. As we understand it, however, income alone may not determine long term financial outcomes...
At Holistic Finance, we believe financial planning can potentially create value long before someone accumulates significant wealth...
Financial news, earnings reports, economic forecasts, geopolitical events, and market predictions can create the impression that the most engaged investors achieve the best results. As we understand it, however, the evidence may suggest otherwise...
At Holistic Finance, we believe financial planning should be about more than simply accumulating assets...
If you have ever searched for how to invest in your values, you may already be asking a more intentional question about money...
At Holistic Finance, we believe many investors may underestimate the broader influence their retirement accounts can potentially have beyond long term savings...
It’s easy to assume that investments quietly sit in the background of our financial lives, but every dollar invested plays a role in shaping the world around us...
Impact investing seems to have changed considerably since the term began entering the financial conversation...
In recent years, many investors appear to be asking a broader question than simply, "How much can my portfolio earn?" Increasingly, they may also be asking, "What does my money support?"
When many people hear the phrase impact investing, they may picture environmental campaigns, political movements, or activist organizations. We believe that perception may prevent many investors from exploring an approach that could potentially align their investments with their personal priorities...
Ultimately, ethics matter to us. And yet, when it comes to our investments, many of us unknowingly set those ethics aside...
We believe true wealth stewardship may involve aligning financial decisions with long-term values, family priorities, legacy planning, and responsible guidance from holistic wealth advisors rather than focusing solely on asset ownership.
Many investors may be rethinking index funds because they want portfolios that better reflect their values, risk preferences, tax situations, and long-term goals...
It’s possible that in today's day and age many investors may want their money to reflect more than market exposure. We believe some people may want their portfolios to reflect conscience, stewardship, family priorities, tax awareness, and long-term financial planning...
Learn how socially responsible investing, ESG, and true values-based investing differ, and how holistic financial services may help align your money with your values...
A holistic financial planner can help you discover whether your investments truly align with your ethics. Learn the key questions to ask, what to look for inside your portfolio, and how Holistic Finance approaches values-aligned wealth management.
Values-based investing introduces a broader set of questions into the financial conversation. Not just how much can this portfolio return, but what is it funding along the way? Not just how do I protect my wealth, but what kind of world does my wealth help create?
A holistic financial advisor considers not just the financial performance of your portfolio, but the full picture of what your investments are doing in the world...
We believe that when large companies keep consumers in the dark, their motives can often be derived through protecting company profits - not necessarily the consumer.
If you’re leaving a large portion of your cash in a traditional checking or savings account, you could be missing out on meaningful interest earnings that help grow your financial safety net..
Holistic Finance LLC (dba Holistic Finance) is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services offered only in jurisdictions where registered or exempt. Information on this site is for educational purposes only and is not investment advice. Past performance is not indicative of future results. View our Legal Disclaimer and Privacy Policy.
Disclaimer: Advisory and insurance services are offered through Holistic Finance LLC (dba Holistic Finance) an SEC Investment Advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Holistic Finance and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Holistic Finance, an Investment Advisor in the State of South Dakota. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States where Holistic Finance is legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Links to Other Sites. The inclusion of any link is not an endorsement of any products or services by Holistic Finance. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Holistic Finance, nor any agency, officer, or employee of Holistic Finance warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
