Thinking Big’s Approach to Socially Responsible Investing
One of the most important things we do as financial planners is help clients align their money with their values, and socially responsible investing (SRI) can be a meaningful way to do that. We offer our clients the opportunity to invest partially or fully in SRI portfolios that are carefully chosen to mimic the structure […]
What is Socially Responsible Investing? And Some Practical Considerations
In today’s socially conscious culture, everyone wants to demonstrate their values. We see it most on social media: people’s posts reflect their values all the time whether with political memes or fundraising efforts or even cat videos. What is socially responsible investing? The financial planning process is no different. Clients often have values they want […]