Broker Check


Links for Socially Responsible Investing Information

Fossil Fuel Divestment

SRI Financial Performance

Sustainability in the News

Corporate Accountability

Measure your Impact

  • What's your Impact? - Use this tool to measure the difference your investments can make
  • Fossil Free Funds - Search for mutual funds and find the fossil fuels hidden within your portfolio
<p>Client Centered</p>

Greta on Climate Change

"In this passionate call to action, 16-year-old Greta Thunberg explains why...she walked out of school and organized a strike to raise awareness of global warming, protesting outside the Swedish parliament and grabbing the world's attention.

'The climate crisis has already been solved. We already have all the facts and solutions,' Thunberg says. 'All we have to do is wake up and change.'"

Additional Resources

General Investment-Related Articles

Funding Higher Education


  • Medicare - The official US government site for Medicare
  • Medicare prep classes - Whatcom Community College offers these free community education classes on a regular basis. Click on "Health Care Planning & Medicare" to find the class dates. 
  • Washington HealthPlanFinder - Washington Healthplanfinder has a network of trained representatives across Washington State to help you enroll in health and dental coverage that meets your needs and budget.

Senior Resources

Other websites and information that may be of interest to you

  • Phishing: Don't Take the Bait
  • - is the U.S. government's website dedicated to teaching all Americans the basics about financial education. Whether you are buying a home, balancing your checkbook, or investing in your 401(k), the resources on can help you maximize your financial decisions.
  • Record Retention Guidelines
  • Good News Network - 21,000 positive news stories from around the globe
  • Kulshan Community Land Trust - strengthening community through affordable homeownership
  • Tax Credits and Rebates for Homeowners - energy efficiency home improvements made more affordable through the Inflation Reduction Act of 2022
  • Robocall and Telemarketing Scams - Unwanted calls from a business trying to sell you something can be a nuisance. But even worse, unwanted calls from scammers trying to steal your money or identity can be harmful—and illegal. To assist consumers in Washington, the Attorney General’s Office has created this website to provide more detailed information on how to avoid becoming a victim of robocall and telemarketing scams, and what to do if you are a victim.
<p>Client Centered</p>

One Billion Machines to Electrify America

"Saul Griffith and Rewiring America have a plan to rapidly electrify the country, create 25 million jobs and avoid climate disaster – jumpstarting our economy at a scale the world has never seen. This plan will achieve 50% carbon reductions in 10 years and bring Net Zero targets forward to 2040, through recycling, refurbishing and retrofitting everything from household appliances to transportation and energy infrastructure."

<p>Client Centered</p>


Miranda attended this conference in November 2017 and didn’t realize this presentation had been recorded. Astronaut Ron Garan gives his perspectives on "Earthrise". It’s only 20 minutes and well worth a watch.

Enjoy and be inspired!


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