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What's In Your Portfolio?

What's In Your Portfolio?

August 19, 2022

While most people would agree that “leaving the world a better place than we found it” is a worthy goal, many find that it’s not the easiest task to accomplish. Aside from adhering to the “reduce, reuse, recycle” mantra, are there ways your money can help achieve this goal?

If you're thinking about your investment choices, let's chat.

Pick a dedicated time for me to listen to your financial needs HERE.

Is Sustainable & Impact Investing Right For You?

Enter, Sustainability & Impact Investments. These are investments that generate both financial returns and social or environmental benefits. Sustainable Investing is undergoing a transition: once upon a time, it was a niche market for well-capitalized financiers. Today, it is a growing component of portfolios on Main Street, with organizations such as the World Economic Forum and Aspen Institute exploring ways to get involved.

Sustainable Investing has seen dramatic growth in assets and demand for investment vehicles. However, given the confusing overlap of terminology and the relative lack of tenure (compared to more traditional asset classes), there is an even greater need for investors to understandthe various options. This in-depth white paper can give you more insight into the different considerations.

We believe in supporting strategies that create paths toward creating the best choice of investments to fit your goals. There’s no better time than now to understand and maybe take small steps towards modifying your investment strategy to incorporate sustainable investing.

If you’d like to discuss Sustainability & Impact Investing and how it might play a role in your portfolio, give us a call. We’d love to hear your thoughts and answer any questions you may have. Remember, these investments may not be the right fit for everyone. But as a Certified Financial Planner, my goal is to always point you towards the best fit for your goals and risk tolerance.

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