Aligning your stated values and your spending is something I encourage as part of financial wellness. It isn’t always easy to do. For example, someone strongly concerned about climate change will likely avoid buying items like bottled water, plastic bags, aerosols,...
Watch this video on YouTube Socially responsible investing is not as simple as putting your money into an SRI fund or ESG (environmental, social and governance) fund. There are too many variables. First, with so many ESG funds available, there is no universal...
Watch this video on YouTube The concept of socially responsible investing is far from new; the first SRI fund appeared in 1952. Since then, these funds have used social and ethical screens to exclude companies selling products like tobacco, alcohol, or firearms. You...
Watch this video on YouTube Balancing profits, people, and the planet can be tricky. Many investors prefer to put their funds into companies that not only make money, but that also reflect the investors’ values. Some take this concept, often described as...
