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Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

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Incorporating ESG and Sustainability in Your Investing Strategy

January 26, 2023

Do you want to achieve multiple goals with your investment plan? You’re not alone. Increasingly, people want to feel good about the companies they’re investing in beyond expecting a positive return financially. There’s a lot more that goes into running a company, and investors today care about what’s happening behind the scenes and the sustainability efforts of companies. 

More people are conscious about supporting businesses and causes they care about with their investment strategy. One study from Aviva Investors found that 90% of investors currently consider sustainability and ESG when making real asset investments. 17% of those investors consider ESG a critical factor. 

More than 500 global institutional investors were evaluated in this study, and more of them are interested in capturing ESG impacts. ESG simply refers to environmental, social, and governance investing to balance out your portfolio more ethically. In addition to financial factors you might consider in deciding which companies to invest in ESG adds a further lens to look at non-financial factors related to the company’s sustainability.

Some examples include things like executive pay, air water pollution impacts, data security, political contributions, human rights, waste management, customer satisfaction, water usage, internal corruption, and lobbying. 

Working with a team of advanced financial professionals can help you to evaluate your overall portfolio and to decide to what extent you wish to incorporate ESG strategies. We are very familiar with helping people navigate this process and choose an ESG or other investing strategy that helps support you now and well into the future, while also incorporating your personal goals, vision, and values.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more