Saying you’re “socially responsible” sounds like a good thing to say, but what does that really mean? Putting your own values into perspective, that could mean something different for everyone. In this episode, Kate Stalter explains the metrics used to measure progress and what distinctions are made between sustainable and socially responsible investing. If you want to know more about what fund families really mean or simply how to avoid picking a good feeling over a good investment, tune into this episode of Better Money Decisions.
Show Highlights:
- Causes that socially responsible funds tend to embrace
- Deciding where you want to put your money and pinpointing your values
- What a socially responsible portfolio looks like
- How different values dictate what socially responsible means
- How ownership stakes influence management
- Why you shouldn’t let a good cause take away from a good return
- Supporting causes that are important to you
Links:
Got investing questions you’d like me to answer on the show?
wecanhelp@bettermoneydecisions.com
For Your Free Report, “5 Serious Mistakes You Can Avoid in Retirement”: Email
We Can Help Better Money Decisions
Our proprietary Financial Wellness For Life program
Register for upcoming webinars
Contact Better Money Decisions:
(844) 507-0961 Extension 700
We Can Help Better Money Decisions
Want our library of financial education topics? It’s all right here
Kate’s US News & World Report articles
Visit us on social media:
Facebook: Better Money Decisions
Twitter: Financial Better
Instagram: Better Financial Decisions
LinkedIn: Better Money Decisions
