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Demand is rising for socially responsible investing strategies. Now it’s easier than ever for advisors to respond. New technology makes it possible to screen conventional funds for socially responsible metrics—and bonus—more responsible funds tend to carry lower risk and produce better returns.
Investing to advance the public good isn’t new, but investors used to be very limited in their choice of SRI funds. With Morningstar Sustainability Ratings, it has become possible to make selections in any investment category that can tilt any portfolio to be more socially and environmentally responsible.
Have you considered the importance of incorporating charitable giving and impact investing as part of a holistic approach to financial planning? Sure, there are tax benefits to philanthropic activities, but actively pursuing these avenues can pay big dividends for your clients and your firm.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024