Posts Tagged ‘local investing’

A Conversation: Ebony Perkins of Self-Help Credit Union

Brady Quirk-Garvan at Money with a Mission interviewed Ebony Perkins at Self-Help Credit Union.

Brady Quirk-Garvan: Ebony, what is your role at Self-Help Credit Union?

Ebony Perkins: I am the Vice President and Director of Investor Relations. Simply put, I get the opportunity to work with individuals and institutions that want to put their cash to good use. I get to have fun when I go out to people and explain how they can use their money for good and see the light bulb go off. I get really excited about that! It’s an educational opportunity.

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Weaning Off Wall Street

Excerpted and adapted from The Resilient Investor by Hal Brill, Michael Kramer, and Christopher Peck

The world in which we live is volatile, uncertain, complex and ambiguous. There’s an unfathomable intertwining of relationships that underlie the global economy and the physical world, making predictions virtually impossible. As financial advisors, it hasn’t been easy for us to overcome our desire for certainty about where the world is heading. But once we acknowledged that the world may not be sitting on the most solid of foundations, and that our clients hold a range of views about our possible futures, it became essential to explore strategies that speak to both emerging innovations and local resilience.

Even a few years ago, such a multifaceted approach would have been impractical, as there were few opportunities to invest in alternative strategies. Today, we are energized by the explosion of socially responsible investing (SRI) options

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Frazier featured in Financial Advisor magazine

NI’s James Frazier was recently profiled in Financial Advisor magazine, the trade magazine for our industry.  The focus was on his recently-launched Local Investing Resource Center, a groundbreaking web-based training program that aims to help both entrepreneurs and potential investors get up to speed on the best ways to put local money to work supporting local businesses.

It’s a great piece, and we urge you to check it out.  One of the interesting takeaways was his discussion about wanting to engage advisors in the effort. “I’d like to add a guide for financial advisors that would discuss what the different approaches are out there, how we do it and how other firms do it in terms of participating in that conversation around local investing. . . The money (clients) invest with local investments goes away from us and we can’t bill on that, so it’s tricky,” he continues. “Hardly any advisors out there encourage local investments, but being an advisor who’s willing to support it gives you a lot of loyalty and respect from clients, which ultimately is a business builder. And that’s what I’ve seen personally.”

 

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