Tag: impact investing

Are Your Investment Decisions Making the World a Better Place?

Hand flowers
Consider the Growing Trend of Impact Investing

One of the most exciting aspects of impact investing is that there are so many choices. Whether you’re interested in stocks, bonds, or real estate, investing allows you to weigh your options and build the portfolio that best fits your interests, needs, and level of risk. Of course, the end goal is to secure your financial future.

What if you want to accomplish more than that, though? What if your goal is not just to make money, but also to better society in some way?  Recently, an increasing number of clients have asked me about an exciting new trend that accomplishes just that – impact investing – which we’ll explore in detail below. Although you can take a “do-it-yourself” approach using the information shared here, this is an area best navigated with the guidance of a financial advisor with experience in this area.

If the idea of building your portfolio with purpose appeals to you, below you’ll find a few of the decisions you and your financial advisor will explore.

impact investing, personal finances, wealth management

Continue reading


Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

Subscribe to our newsletter

© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.