Does Sustainable Investing Come at a Financial Cost?

“The global community is relentless in moving forward and we are counting on the long-term returns of global stock markets to reflect this collective productivity. How we view the world plays an essential role, not only in how we invest our money, but in how our children, and our childrens’ children, view the world, and live their lives."  - The Coffeehouse Investor’s Ground Rules – Save, Invest, and Plan for a Life of Wealth and Happiness

How we invest our money is front and center when it comes to sustainable investing. Companies around the world have a significant impact on the sustainability of our resources, so that our children, and our childrens’ children can embrace a life worth living.

Sustainable investing has captured the attention of investors around the world, but is it having a meaningful impact?

Does this impact come at a price – of reduced returns?

The landscape of sustainable investing is ever-changing and often confusing. To sort out the confusion, Larry Swedroe and Sam Adams have written a masterful book “Your Essential Guide to Sustainable Investing.” This comprehensive overview of ESG (Environmental, Social & Governance) investing serves as a great introduction and highlights the academic research that provides clear answers to the myriad of questions surrounding this broad-reaching topic.  

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I work with individuals, couples, and families across the country, building portfolios and financial plans that take legacy planning, ESG investing, and tax planning into consideration. Let’s strategize together and design a custom plan for you.