🐝 We have heard a lot of buzz (and rightfully so) around equity and sustainability, but what about when it comes to your money?
💰Sure where you spend it and supporting companies that have aligned values.
📈 I mean what about your investments.
Another term for sustainable investing is ESG lets break that down:
✔️ Environmental – 💭 climate change – pollution – energy efficiency
✔️ Social Issues – 💭 data privacy – human rights – community relations
✔️ Governance Issues – 💭 board composition – compensation – company structure
You can invest your wealth and be aligned with your values & investments.
If you are interested in learning more about our process and sustainable invest you can:
Schedule a Wealth Assessment today to find our how you can start a process to building and maintaining responsible wealth.
Here is an article I mention in the podcast:
Sustainable Investing: A Force for Positive Change
Score our free Wealth Assessment tool on our website.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors’ Pride, a SEC registered investment advisor. LPL Financial, Advisors’ Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor’s Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.
ESG investing is subject to numerous risks; chief amongst these is that returns may be lower than when decisions are based solely on investment considerations. All company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
2016 survey by Natixis Global Asset Management of participants in 401K and other defined contribution plans found that 82%of respondents said they want investments in their retirement plan that reflect their personal values.
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