Investors increasingly are making financial choices that adhere to their personal beliefs. Using a values-based investing strategy can help give a sense that they are “doing good,” helping to facilitate change, and honoring personal beliefs while seeking to meet their long-term financial goals. Social or community-based investing allows you to invest in companies that are sensitive to social issues and the less fortunate – whether supporting community development, local arts organizations, youth groups, literacy programs, or causes reflective of your personal values. A values-based investing strategy can also help you pursue specific financial objectives, guide financial decision-making and provide focus in a marketplace full of choices.
Susan Knight, Financial Advisor, Portfolio Advisor Merrill Lynch Wealth Management. Susan will join us to discuss how you can combine managing your wealth for yourself with your personal beliefs.