Understanding which types of investments should be included in your financial plan is a big undertaking for anyone - let alone wanting to be a socially conscious investor.
The truth is, there’s no one-size-fit-all formula for constructing the right portfolio. Utilizing a knowledgeable and experienced team like Stone Wealth Management means delegating this responsibility to someone who understands both your unique financial concerns as well as the larger market and its changing conditions.
In recent years, environmental, social, and governance (ESG) criteria are an increasingly popular way for investors to evaluate companies in which they might want to invest. Investors have shown an interest in putting their money where their values are.