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How do I know if my investments align with my values?

May 15, 2022
Shannon

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YOU invest but have you ever wondered if what you are actually investing in aligns with YOUR values? We are answering that question today on our Money on Your Mind series. Additionally, we suggest that you visit www.asyousow.org as a resource when you’re cross checking your investments. They provide personal guidance around these conversations and as always WE at Forethought Planning are able to join you on your wealth journey. Our mission is to Empower and Guide Your Wealth Transformation and that starts with these conversations.

Disclaimer: We will not be delivering direct advice to your financial situations. These segments will be made available as educational resources for you to take back to your personal board of directors – financial planner/advisor, accountant/tax preparer, and/or attorney.

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The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.

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Investment advice offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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