Impact Blog

How to Pick the Right Impact Investments

Anytime you start putting together a portfolio of investments, you need to ask yourself what the objective of that pool of money is. The objective determines the overall allocation, and then we can work on filling that allocation with the right investments. For example, you may be saving for retirement in the next 5 years or you may be putting money into a college 529 savings account for your 2 year-old. The amounts you add and the overall weighting of stocks to bonds will vary based on your time frame and general tolerance for risk. In addition to assessing your financial objectives, we also want to consider your goals for impact, Some areas you may want to consider include investing in ren

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Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Disclosures or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.