B$D 61:

61: Biggest ESG Investing Mistakes

By
May 21, 2019

There are multitudes of mistakes that people make when it comes to investing, and incorporating Environmental Social and Governance funds can make it that much more complicated. Today...

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There are multitudes of mistakes that people make when it comes to investing, and incorporating Environmental Social and Governance funds can make it that much more complicated. Today Kate Stalter gives her top tips to help avoid the most common mistakes people make when it comes to socially responsible investing. To give yourself the best chance to achieve the financial outcome you want, tune into this episode of Better Money Decisions.

Show Highlights:

  • The necessity for wide diversification to smooth your return and reduce your risk
  • The issues with over-concentration
  • Approaches to avoid using when selecting investments
  • Determining a clear investment objective and your goals
  • Getting a fiduciary to create the roadmap for your financial plan

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