Explore Your Options for Sustainable Investing

As you near retirement, you may start considering the legacy you'll leave behind. In addition to accumulating wealth, you might have a desire to positively impact the world. Sustainable investing offers a way to pursue both goals.

The Great Wealth Transfer: A Unique Opportunity

Experts predict¹ an unprecedented "Great Wealth Transfer" in the coming decades, where tens of trillions of dollars will transition from older generations to younger ones in the U.S. alone.

The digital age has provided unparalleled access to information, making younger generations more attuned to social and environmental issues and the impact of their financial decisions. As wealth passes to these socially and environmentally conscious generations, sustainable investing is becoming a key strategy for driving positive change.

But, younger generations aren’t the only ones driving this change. As you plan for the transfer of your wealth, consider joining this positive movement by choosing sustainable investing as an alternative to traditional charitable giving.

What Is Sustainable Investing?

Sustainable investing considers environmental, social, and governance (ESG) factors.

• Environmental criteria examine a company's environmental footprint.
• Social criteria look at relationships with employees, suppliers, customers, and communities, covering workplace safety and labor standards.
• Governance criteria evaluate leadership practices, including board diversity and corporate ethics.

Common sustainable investing strategies include:

1. Exclusionary screening
2. Impact investing
3. Shareholder advocacy
4. Community investing

Finding Right-Fit Investments

Sustainable investing has the potential to promote long-term positive impacts on important issues, and allows you to align your financial goals with your values. If this strategy is of interest to you, we can work together to determine the appropriate approach for your unique situation. Contact the office today to discuss your options and start building a portfolio that reflects your values. Contact me directly via email or call the office at 717-630-1001 to schedule a conversation.

^{1) Great Wealth Transfer: Baby Boomers Set to Pass Down Trillions," Yahoo Finance, retrieved June 18, 2024, from https://finance.yahoo.com/news/great-wealth-transfer-baby-boomers-110047810.html.}