CFP®, CLU, ChFC, ChSNC®, CAP®
Sustainable, green and socially responsible investing (SRI) has been a passion of Mitchell's for years. As an advisor, he feels it's critical to understand how to help clients pursue their goals in a manner aligned with their values.
Mitchell's blog offers an opportunity to share some of the knowledge he's gathered over the years on this topic and encourage others to participate by sharing their thoughts.
For my first 15 or so years in the business I have only discussed with the few clients who bring it up. While it has been a passion of mine for years, I feel it is my role as an advisor to work with my clients on the things that are important to them and not have my values get in the way of what the client is trying to achieve.
This blog is not meant as a place to share hot stock tips or try to judge the market conditions at any particular moment in time. It is meant to share some of the knowledge I've gathered over the years on these topics and add food for thought to the reader's thoughts in this area. I'll try to keep you informed of any current trends or articles I find of interest. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
December 31, 2014To end the year, a very interesting article from The Guardian titled, "POPE FRANCIS’S EDICT ON CLIMATE CHANGE WILL ANGER DENIERS AND US CHURCHES". It discusses his belief that climate change is man made and it is...Read More
December 23, 2013 Growing up I always thought a reusable tree was better for the environment since it could be used over and over again. But, looking at most research nowadays, it appears that most are better of buying a real tree. (Of...Read More
December 21, 2011 I was just talking to a client regarding our dependence on oil. He mentioned a FORBES ARTICLEregarding fuel convoys. "Fuel convoys are easy targets for roadside bombs, which have accounted for nearly half of American...Read More