subscribe
ask Farnoosh
×

Ask Farnoosh

Ask Farnoosh about money, work, life, or a recent guest below and she'll do her best to answer your question during an upcoming Friday episode on So Money. Record a message below or type in your question.
  • Please answer the following question to submit:
  • This field is for validation purposes and should be left unchanged.

Dave Fanger, CEO + Founder of Swell Investing

Question: how do you decide what stocks or funds to buy?

For me, financial health is key. It’s an important marker, but do we care so much about a company’s social mission, really? What’s under the hood? How do they care about their employees? Are they really making an impact in the world? Are they values-driven?

Dave Fanger is dedicated to making what he calls “values-driven” investing more accessible. He’s the founder and CEO of Swell Investing. It is an innovative impact investing platform that aims to deliver profit, as well as purpose with six socially responsible investment portfolios. It’s a platform he started while working for his employer who actually helped Dave incubate the idea. This is a great story within a story, right?

We dive into the meaning of values-driven investing and how Swell Investing selects investments, but also how to convince our boss to let you incubate your big idea while working at the company. We always say, “Don’t quit your day job.” This is literally working your day job and coming up with your idea and incubating your idea at the day job. Pretty genius.

If you’d like to learn more about Dave Fanger and Swell visit www.swellinvesting.com or follow them on Twitter @davefanger.

you might like....

Sallie Krawcheck Joins Me on So Money

My financial idol, Sallie Krawcheck, co-founder and CEO of Ellevest, joined me on my podcast to talk about the gender investment gap, advocating for yourself in the workplace and to give my listeners a sneak-peak of her new company.

Continue Reading

Mint Blog

Mint Money Audit: Making the Most of a Side Hustle

Did you hear? The one and only Sallie Krawcheck joined me on So Money. She has been at the top of my guest wish list since Day 1. In case you’re not familiar with Sallie, she is one of the most accomplished and inspirational women in the financial industry. She was the CEO of Wealth Management for Merrill Lynch. And […]

Continue Reading

Farnoosh

5 million downloads!!! 🎉

Did you hear? The one and only Sallie Krawcheck joined me on So Money. She has been at the top of my guest wish list since Day 1. In case you’re not familiar with Sallie, she is one of the most accomplished and inspirational women in the financial industry. She was the CEO of Wealth Management for Merrill Lynch. And […]

Continue Reading