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How Socially Responsible Investing Works

how does socially responsible investing work

What does Socially Responsible Investing (SRI) mean in the year 2022? Socially responsible investing has been a term used for investment portfolios that exclude organizations or companies based on particular exclusion criteria. Socially responsible investing might involve ethical issues, moral issues, religious beliefs, and the concept of environmental sustainability. In 2022, socially responsible investing means avoiding …

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Sustainable Responsible Investing: Definition & Examples

What You Need To Know About Sustainable and Responsible Investments

Are you thinking about investing your money into something worthwhile? Do you want to make wise investments and, at the same time, make the world a better place? Why not invest your time and money in socially responsible investments? This will allow you to place your wealth in an organization that aligns with your beliefs …

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Do Annuities Deserve Bad Press?

Do Annuities Deserve Bad Press

Annuities have long been frowned upon by consumers and even some financial advisors as well. But do they deserve to be immediately dismissed as a solution? You may have heard the saying, “Annuities are sold, not bought”, which we believe may have held some truth back in the day, but not necessarily anymore. In certain …

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Health(y) Insurance

As the clocks fall back, the afternoons grow darker by the hour, and the weather turns wet & chilly, the desire to hibernate rather than exercise becomes more appealing. Comfort foods, such as chili, lasagna, and casseroles, become, well, comforting. Gyms are closed and school sports are non-existent, but we try to take advantage of …

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Road Trip to Success

Road Trip to Success

Summers: A time we can soak up the sun at the beach, relax in the mountains, and hit the road for an all-American road trip. This summer, however, has been derailed with many of our planned getaways cancelled or put on hold due to the ongoing pandemic. Travelling is still possible; it just takes a …

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Estate Plan Crib Sheet

Estate Plan Crib Sheet

If you are a millennial, like me, the idea of planning for what happens after your untimely demise doesn’t seem like an urgent, critically important task to anguish over. You may have wondered… “why do I even need a will?” Well there are some folks that will tell you that having a will in place …

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Dog Food Bags

Dog Food Bags

I’ve always tried to be a staunch supporter to the recycling cause but never really paid a whole lot of attention to the nitty-gritty on what was considered recyclable versus garbage. There has been a popular phrase trending on social media that you might have come across…. “Mind. Blown”. Well that happened to me recently …

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Teaching Youngsters Good Money Habits

Although there is a lack of formal education for kids when it comes to smart money lessons, parents can provide guidance to help create a base their children can build on to succeed in life. Money is central to our everyday lives, yet it is often a taboo topic to discuss with children who we …

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Overcoming Analysis Paralysis

It has been a long time since we have witnessed this much uncertainty in the world. In general, our everyday lives have been disrupted with little to no guarantees that normalcy will return soon… or even later. As an investor, you may be experiencing a phenomenon known as “analysis paralysis”. What exactly is analysis paralysis? …

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Aid, Relief, and Economic Security Act

We have seen some unprecedented events occur in the past several weeks and we here at White Raven Financial are experiencing moments of bewilderment just like everyone else. For many Americans, life has been turned sideways and questions remain about what exactly a person can do. We adapt. We search out all the new opportunities …

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