Table of Contents

Preface: 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

About the Author

JANINE FIRPO is a seasoned values-aligned investor and social innovator. She has a long history of working at the intersection of women and their money. From Apple Computer to the World Bank to the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. Today, she supports women-led businesses and pioneering financial models through her role as lead investor in the Next Wave Impact Fund and board chair of Zebras Unite.