Blog 4: Charity

“Remember that the happiest people are not those getting more, but those giving more.”
H. Jackson Brown, Jr., author of Life’s Little Instruction Book

What a good reminder. I have experienced the joy of giving. I am always tempted to keep more for me. Even in uncertain times, we can still bless and be blessed. Check out these inspiring articles:

• 6 Actions That Can Build an Enduring Philanthropic Legacy: Making a Difference Can Start With How You Live Your Everyday Life
• Caring for Each Other During COVID-19: 5 Ways To Overcome Adversity--Together

Sustainable Investing

Investing in companies that proactively manage environmental, social and governance (ESG) issues is growing in popularity. You can invest in companies and initiatives that reflect your values to make a positive impact.

Does sustainability have a place in your portfolio? Check out these Snapshots of Sustainability and call me to discuss your interests. (720) 504-0820

Investment involves risk and you may incur a profit or loss regardless of the strategy selected. Because SRI criteria exclude securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.

Any opinions are those of the author and not necessarily those of Raymond James. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.