Guide to Socially Responsible Investing and Better Banking

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Clean Energy Credit Union

Winter 2024

Guide to Socially Responsible Investing and Better Banking

Your comprehensive financial planning handbook

In this Issue

three scrabble squares with the letters E, S, G

Our Freedom to Invest Responsibly is Under Attack

Use your investments and banking choices to fight back.

Cathy Cowan Becker

people in urban growers collective harvesting curly lettuce in the field.

Banking and Investing for Good

These financial institutions build wealth in their communities.

Cathy Cowan Becker

Black woman financer wearing a brown blazer and shoulder-length hair consulting another woman.

5 Ways Community Development Lenders Can Increase Racial Equity

These best practices can help CDFIs serve communities under-resourced due to systemic inequities.

Cathy Cowan Becker

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photo of the wall street bull facing a brass statue of a young girl standing proudly with her hands on her hips.

Vote with Your Dollars for a Better World

Whether your financial assets are small or large, your money makes a difference. Where you bank, what you invest your retirement and other funds in, and how you vote on shareholder ballots can all support people and the planet.

By Green America

elderly couple looking at a computer screen, smiling.

Does Social Investing Affect Performance?

You can do well by doing good with SRI.

By Green America

pink piggy bank with coins all around it.

10 Steps to Break Up With Your Megabank

Moving your accounts to a community development bank or credit union will ensure your money is doing no harm, and actually doing good.

Green America

Two women are holding a sign that reads "Big Banks, Stop Funding Fossil Fuels". They are both smiling at the camera and standing in a park.

Big Banks are Driving Climate Chaos, But You Can Bank Better

By moving from a Wall Street bank to a community bank or credit union, you can ensure your money is used for good.

Cathy Cowan Becker

A look at a conference table from the head of the table. Over 16 people are talking among each other and themselves, with laptops in front of them, and three are raising their hands.

Shareholder Resolution Highlights

If you have owned just one share of stock for two months, you can vote on a company’s shareholder resolutions. It’s a powerful way to make change.

Jaclyn Greenberg

Graphic of a tree split in half; one side is green with blue skies, and the other side is dead with orange skies. The text "vote for climate action, rock your prox" is overlayed over the tree.

New App Makes Rocking Your Proxy Votes Easy

Voting on shareholder proxy ballots can be cumbersome and time consuming. Find out how a new app can streamline the process.

By Green America

illustration of a couple looking at the money tree they planted.

Social Investing at Every Age

Advice for saving your money in ways that help people and the planet— for every decade of your life.

Eleanor Greene

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Guide to Socially Responsible Investing and Better Banking

In this Issue

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