Ask an Advisor: Advising Couples with ESG Investing When They Disagree
Scott Van Den Berg was recently featured in Financial Planning Magazine.
In Financial Planning "Ask an Advisor" column, Scott was one of several advisors who helped answer the question:
In summary, Scott suggested the following:
- Separate investment decisions from social causes to maximize financial performance.
- Customizing portfolios with individual securities allows for better alignment with personal values and control over exclusions.
- Focus on business fundamentals in investments and use profits to support social causes separately.