May 2021
Beginner
320 pages
8h 35m
English
Content preview from Activate Your Money
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PART 1Establishing Your Foundation
In Part 1 you will be introduced to key concepts that will be referenced throughout Activate Your Money. You'll learn what values-aligned investing is, how it works, and why women should care. In addition, you'll discover how the pieces of a values-aligned portfolio fit together and become inspired to incorporate this type of investing into your own financial life. Along the way, we will debunk several myths related to values-aligned investing and show how you can achieve both financial and social returns.
You will also have an opportunity to identify the beliefs you have around money that may be sabotaging you, as well as to consider the values you would like to integrate into your future investments.
Even though this book is not intended to teach the basics of personal finance, there are a few critically important concepts that anyone diving more deeply into their investments needs to understand. The final chapter in Part 1 touches on those fundamentals. It also explores the theory behind portfolio diversification and asset allocation. And, finally, it steps you through the process of taking an inventory of your current investments and points you to tools you can use to set realistic savings and retirement goals.
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