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[ Kiplinger ] SRI and ESG are Not Interchangeable. Here’s Why We Choose SRI.

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If you’ve been reading the news lately, you’ve likely heard a lot about ESG (Environmental, Social, Governance) and/or SRI (Sustainable, Responsible and Impact) investing. While the terms are commonly used interchangeably, there are stark differences between the two that every investor should be aware of.… Read the rest

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[ MarketWatch ] Buyer beware: What’s really in your ‘earth-friendly’ ESG fund?

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Some socially conscious mutual funds and ETFs own stocks that seem strangely out of place.

Sustainable, responsible, and impact (SRI) investing used to be dominated by mutual fund companies whose mission was to align their investment strategies with their values. Companies such as Calvert, Domini, Parnassus, and Pax World invested responsibly to make the world a better place.… Read the rest

Empowering Your Dollars to Change the World

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The Traditional Investor Mindset – Profitable Blind Faith 

First things first – before your investment dollars can change a single thing, you simply must know where your money is going. 

Sure, you may have some money invested, and it may be delivering steady returns, but many investors don’t know or even know to ask their financial advisor a few crucial questions: what companies am I supporting with my investments and do those companies’ values align with mine?… Read the rest