• Financial Advisors, Investment Managers Must Evolve to Maintain Relevance

    In the last few blogs, we’ve explored the upcoming and ongoing trends of wealth management and one-pocket investing. From millennials cautiously beginning to invest to women confidently seeking to expand their role in the financial sector, there’s a growing need for an evolved financial advisor. Amplifying this need is another emerging trend: the rise of…

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  • Founder Stories: Bryce Butler

    Access Ventures wants to celebrate the journey of the individuals behind our investments and partnerships. Founder Stories are a series of conversations with entrepreneurs, partners, and founders in our portfolio. We explore the motivation, inspiration, and innovation that drives the spirit of entrepreneurship in the workplace, as well as provide insight to balance our regular workdays.…

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  • Values-Driven Investing: Women Lead the Pack

    In 1966, Geraldine Weiss published a financial advising newsletter that quickly catapulted her to success, all while concealing her gender under the name ‘G. Weiss.’ Weiss, a business and economics grad of the University of California, Berkeley, demonstrated a strong interest in the investing and banking world but gender limited her job prospects to secretary.…

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  • Millennials and the One-Pocket Mindset

    Millennials don't always get a fair shake. From being dubbed the "everyone gets a trophy" generation to entering the job market during The Great Recession, the so-called "Boomerang Generation" is constantly misunderstood. From a financial perspective, let's first think about when this group entered "financial adulthood." Gen Y held relatively new positions in the labor…

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  • Your Identity, Your Values, Your Money

    It’s January. Our online searches are focused now on work-out plans, organizational tips and financial planning blogs, rather than gifts, recipes and kick-off times. I know, New Year’s resolutions get a bad rap. But let’s take advantage of this time of self-discovery and talk about something that’s probably already on your list: money. Instead of…

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  • The Vision for Access Ventures in 2019

    Access Ventures exists to open doors that would otherwise be closed. By promoting a one-pocket investment mindset and inviting entrepreneurs, creators and investors to share in an active and vibrant vision for their communities, we are all enriched as we build something together. As we start this new year off, we wanted to assess what’s…

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  • One-Pocket Investing Without Compromise

    Traditional thinking suggests that in order to do the greatest good, you first need to make the most return – that good work and charitable contribution comes from the overflow of financial return. A lot of people think, “I’d like to make a lot of money and then through my wealth, help others.” Others still,…

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  • The Paid Time Off Privilege

    “I’m too broke to get sick” is a phrase I have heard muttered before. Typically this is a snarky commentary on the high price of receiving medical treatment. However, the statement takes a different meaning when you consider the non-healthcare costs of being sick, particularly lost wages. Imagine you are one of the 20% of…

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  • Facilitating Conversations About Startup Ecosystems

    If you’ve attended one or more meetings in the past year in which there was a conversation about what was needed to help stoke your local startup scene, please take a moment to metaphorically raise your hand. Across the country, economic development groups, entrepreneurs, and community advocates are all trying figure out what makes a…

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  • How To Create An ESG Portfolio

    When you have a bad experience at a local restaurant, what do you do? Speak to the manager? Complain to friends and neighbors? If you’re like me, you just try to ignore it and move on. But what if the experience was so egregious that you can’t move one? It’s logical that you no longer…

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