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
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.
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
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
By definition, socially responsible investing refers to the practice of utilizing an investment strategy that considers both financial return as well as a socially-conscious effort to promote positive change. But that’s just the start of its true meaning. You may have heard of socially responsible investing (SRI) referred to as