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Which traits inspire trust in a financial advisor? Black or white, male or female?

March 1, 2022

As published in Financial Planning.By Justin L. MackFebruary 23, 2022, 6:51 p.m. ESTWhen it comes to establishing trust between a financial advisor and a client, do gender and skin color matter? Read More

Filed Under: Blog

Nonprofit Endowment Investing and Geopolitical Risk

February 28, 2022

It has been less than a week since Russian military forces invaded Ukraine and already pundits are predicting dire global economic and investment consequence. Still, the outlook is very uncertain as no one can predict how sanctions will affect President Putin’s actions, as well as those of other actors in this crisis. Uncertainty is never a time to change one’s long-term nonprofit endowment investment strategy. Read More

Filed Under: Investments, Blog Tagged With: endowments, investments, nonprofitendowments, #nonprofitendowmentinvestments, investing, #nonprofitinvestments

Social Impact Leaders Series: Can Technology Save the Homeless Epidemic with Jonathan Parkhurst, Seekhaven

February 10, 2022

The Social Impact Leaders Series is a collaboration between Fairlight and The Silicon Valley Podcast, spotlighting groundbreaking philanthropists and social entrepreneurs who are striving to elevate communities, improve the economy and protect the earth. These discussions are summarized and edited excerpts from interviews conducted by Shawn Flynn with social impact leaders we think you should know about. Next in the Read More

Filed Under: governance, Potpourri, Blog Tagged With: board governance

Social Impact Leaders Series: Financially Empowering Victims of Human Trafficking with Vanessa Russell, Love Never Fails

January 31, 2022

The Social Impact Leaders Series is a collaboration between Fairlight and The Silicon Valley Podcast, spotlighting groundbreaking philanthropists and social entrepreneurs who are striving to elevate communities, improve the economy and protect the earth. These discussions are summarized and edited excerpts from interviews conducted by Shawn Flynn with social impact leaders we think you should know about. Next in the Read More

Filed Under: Potpourri, Blog

Social Impact Leaders Series: Saving the Earth with Jonathan Trent, UpCycle Systems

January 24, 2022

The Social Impact Leaders Series is a collaboration between Fairlight and The Silicon Valley Podcast, spotlighting groundbreaking philanthropists and social entrepreneurs who are striving to elevate communities, improve the economy and protect the earth. These discussions are summarized and edited excerpts from interviews conducted by Shawn Flynn with social impact leaders we think you should know about. Next in the Read More

Filed Under: Potpourri, Blog

Social Impact Leaders Series: Investing in Women-Led Startups with Sharon Vosmek, Astia.org

January 15, 2022

Fairlight, in collaboration with The Silicon Valley Podcast, is launching the Social Impact Leaders Series, spotlighting groundbreaking philanthropists and social entrepreneurs who are striving to elevate communities, improve the economy and protect the earth. These discussions are summarized and edited excerpts from interviews conducted by Shawn Flynn with social impact leaders we think you should know about. We Read More

Filed Under: Potpourri, Blog

Women’s Economic Empowerment: Committed Citizens Making Changes

November 25, 2021

We have found that the damaging social and economic aftershocks from the pandemic has many people asking themselves, “How can I serve my community? How can I make a difference?” One way both Katharine and I have worked to promote gender equality and the empowerment of women is by serving and supporting our local Commissions on the Status of Women. The original Commission on Status of Women (CSW) was established in Read More

Filed Under: governance, Potpourri, Blog Tagged With: board governance

403(b) vs. 401(k): What’s the difference?

October 10, 2021

As published in Business InsiderBy Robin Kavanagh | September 27, 2021403(b) and 401(k) plans are similar retirement savings tools offered by employers.The main differences between 403(b)s and 401(k)s are the type an employer can offer and investment options participants have.Both plans give employees options to add after-tax funds, take loans against existing balances, and have special circumstances to withdraw Read More

Filed Under: Blog

Nonprofit Boards: Learn to Build Them Well

September 15, 2021

At our monthly Social Impact Advisory Group meeting, we heard from nonprofit governance and leadership expert, Mary Hiland, who empowered our group with understanding why boards matter, spotting the source of most board trouble and how to recruit and develop boards. Our host, Stephanie Shaterian, moderated audience questions which are also provided in this article. The following presentation was edited for length and Read More

Filed Under: governance, Nonprofit Governance, Blog Tagged With: board governance

Here’s Female-Given Advice on How to Prep for Retirement No Matter Your Generation

September 7, 2021

As published by ParadeBy Lambeth Hochwald | Aug. 27, 2021, at 5:00 a.m.If you’re ready to do a check on your own financial plans, read on for what Gen Z, millennials, Gen X and boomer women need to know right now about retirement planning and goal setting.Chloé Bare, 30, spent two years setting aside retirement funds by creating a budget—and sticking to it. “When I started I had almost zero knowledge about money,” Read More

Filed Under: Blog, News

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Fairlight Advisors, LLC
505 Montgomery Street
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San Francisco, CA 94111
Phone: 1.844.309.6248
Email: support@fairlightadvisors.com
1.844.309.6248
support@fairlightadvisors.com
505 Montgomery Street
10th Floor
San Francisco, CA 94111
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Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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