Socially responsible, or impact, investing can be described as much as an investing strategy as a movement. It offers an amazing opportunity for investors to encourage social values and social change while also making a financial impact for the investor. In short, it’s the best of both worlds. If you’re new to the world of socially responsible investing, we’ve put together our top 5 things you need to know before making your first investment. 1.
How to Choose a Socially Responsible Advisor Investing is a personal and unique experience for each individual. Everyone approaches investing their money with a different mindset in terms of goals, timeline, and areas of importance. Similarly, there are many types of financial advisors that set out to help people manage their money and reach their financial goals. If you’re just starting out in the world of investing, the first thing you do is look for
Whether you’re new to the world of investing or a seasoned pro, the pure amount of acronyms and jargon in the investing world can be overwhelming. At Invested Interests, we like to dispense with the jargon and get down to the basics of how and why you’d like to invest. We understand that investing is a deeply personal decision, and we’re here to help you cut through the confusion. With that said, with the rise
IRAs, as they’re commonly referred to, are individual retirement accounts that individuals set up in addition to our in place of 401(k)s and other employer-backed retirement accounts. Contrary to popular belief, an IRA is not an investment itself. It is a type of account that individuals can add money to over time and use to purchase investments. At Invested Interests, we’ve put together a new IRA option – one that allows individuals to invest in
At Invested Interests, our mission is two-fold. First, we’re here to help our clients invest in social causes that matter to them. Second, in addition to the social and environmental impact our investment portfolios focus on, we understand that financial returns are just as important to those interested in impact investing. Through an abundance of thorough research, we’ve put together four impactful and thoughtful investment portfolios based on current societal issues and trends. We’ve hand-selected