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…
Read MoreAccess 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.…
Read MoreIn 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.…
Read MoreMillennials 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…
Read MoreA one-pocket mindset dispels the notion that investment strategies seeking social returns must be separated from those seeking financial returns. Rather than a siloed approach to deploying capital, one-pocket investing puts your mission at the center of your strategy, and ultimately at the center of all of your investments. Learn more about what one-pocket investing…
Read MoreIt’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…
Read MoreAccess 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…
Read MoreTraditional 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,…
Read MoreWhy a Kiva Community Matters Even the best leaders need buy-in from their team to make a great idea work. Kiva is a powerful platform, but it’s only effective to the extent that a community uses it as a tool to leverage capital and access. When people come together to talk about, explore and use…
Read MoreWhen President Kennedy announced the Moonshot, NASA had mapped out milestones that we needed to hit within the next 12 months, 24 months, 5 years in order to reach the Moon within a decade. Today, we need a Moonshot for the American Dream – starting with the entrepreneurs that enable it.
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