Late Bloomer Wealth

Socially Responsible Investing

Investing in Companies for Social Good

Many great companies exist that support the best values of our civilization–world peace, healthy living, great working conditions, clean energy using consumer goods, and entertainment. They produce goods and services which make the world a better place. In this article, I will show you how to support a couple of ideas and save a ton of money on home power usage and auto transportation. My favorite companies are clean, green, and pay their workers well. Computer technology, green energy, and biotech companies are primary drivers of my vision for the future and social values. Many products, services, and devices are developed, made, and delivered from hundreds of companies that affect our leisure time, how we work and travel, and our health and social well-being. These corporations are Socially Responsible Investments (SRI) because they exist to support our civilization’s peaceful efforts throughout the world, and for people to be more harmonious, productive and happy.

What makes Vanguard and Tesla Similar?

On April 22, 2014, was an exciting day for Dan and I. We picked up our brand new Tesla 2014 Model S. As you know, this car is very expensive. Almost a year had passed before we decided to purchase one. When it comes to supporting our values of buying American made products, supporting American ingenuity, American workers, sustainable energy movement, and a clean environment, money should not be an obstacle, especially when we could afford the price tag.

Steve’s Book Review: “Who Really Cares?”

Who Really Cares: The Surprising Truth About Compassionate Conservatism by Arthur Brooks and James Wilson. Data provided some good points, but the methodology and interpretation was biased to the private enterprise ideology. This started off very interesting, but descended into a chance for the authors to rant. In the end it was not an incentive …

Steve’s Book Review: “Who Really Cares?” Read More »

John Bogle Says….

The future of the financial system will be smaller, leaner, low-cost, and less complex (thank goodness!).  Currently, the vast majority of retirement plans (403b, 401k, 457b*) are big, fat, high-cost and way too complex. Retirement planning should be about as difficult to discover and learn as our first day on the job. For teachers it …

John Bogle Says…. Read More »

Introduction to a new proposed Book

Subtitle: Educators Challenged Tax-sheltered Annuities and WIN! Notice to readers. These chapters are an early version of this book without the 17 appendices, glossary, financial pod casts and other information in the 2nd half of the book. For the finished and completed published book, go to the home page and obtain the free pdf, click …

Introduction to a new proposed Book Read More »

Chapter 10: Our Committee Recommends a new TPA, a Genuine Fiduciary.

ATTENTION Readers: This chapter is an early version of my new book just released, March, 2015. For an update of all the Chapters including this Chapter 10, go to the home page and scroll down. On the right are directions to get the full story in 11 Chapters and 17 appendices, resources, letters, books, podcasts …

Chapter 10: Our Committee Recommends a new TPA, a Genuine Fiduciary. Read More »

Psychology Today Magazine Published a Wonderful Personal Finance Article!

I was a psych major, and I was surprised that a financial related article was published in their popular magazine, Psychology Today. It was so good I wrote the following response. But first read their article: Click here. We live in Palm Springs and we see widows that are left with a bundle of money and …

Psychology Today Magazine Published a Wonderful Personal Finance Article! Read More »

“Genuine Financial Transparency Demonstrated” Part 2

Mercer Consultants Mercer’s rep marched to the podium with a briefcase and stacks of reports, wearing a smartly dressed dark suit. I got a heads-up about Mercer from my professional friend, Brian Cressey. Without hesitation he said “Mercer is the crème de la crème of retirement plan consulting firms.” Their website showed they’re a huge …

“Genuine Financial Transparency Demonstrated” Part 2 Read More »

“Genuine Financial Transparency Demonstrated” Part 1

Part 1 (of 10) Genuine Financial Transparency Demonstrated 2006-2011 Alexander the Great untied the Gordian Knot with his sword. Previous attempts to solve the impossible entanglement were unsuccessful by conventional thinking. Whoever unraveled the maze would become King of ancient Phrygia. Zeus was so pleased with Alexander’s shrewdness he granted royal status and a lifetime of …

“Genuine Financial Transparency Demonstrated” Part 1 Read More »

Scroll to Top