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September Talking Point: Investing with Your Values

Last post 09-02-2008 12:08 PM by Carly Schulaka. 0 replies.
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  • 09-02-2008 12:08 PM

    September Talking Point: Investing with Your Values

    Hal Brill believes money is not simply an inert commodity, but that it “has a quality to it,” and that its utilization “has an effect.” People, he believes, have a healthy relationship with money when they align their spending and investment decisions with their moral values.

    ·         Is money more than a morally neutral symbol of economic value? If so, what is it?

    ·         Do you have any personal experience investing in socially screened funds?

    ·         Do you encourage clients to consider the possibility of investing in socially screened mutual funds?

    ·         Do you even believe this is an appropriate topic to raise with clients?

     

    Discuss it here your colleagues.

    Carly Schulaka
    Managing Editor
    Practice Management Solutions magazine
    Financial Planning Association
    4100 East Mississippi Ave., Ste 400
    Denver, CO 80246
    (303) 759-4900 x 7322
    (800) 322-4237
    Carly.Schulaka@FPAnet.org
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