Talking Point: Investing with Your Values

September 2008
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p24
Academic Journal
The article discusses people and money, examining the investing strategies of author and investor Hal Brill, a proponent of socially responsible investing (SRI). A list of questions is presented to help the readers, specifically financial planners, explore their relationship with money and investing in socially responsible funds. Topics include spending and investment decisions that are aligned with moral values and money as a morally neutral symbol of economic value. Also discussed is investing in socially screened mutual funds.


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