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Mitchell Kraus
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.  

 

Friday, March 22, 2019

Mitchell was featured in two articles about ESG investing. The cover article "ESG options scarce in 401(k) plans" discusses why ESG funds are rare in 401(k) Plans and some things employers and advisors can do to change that. The second...

 

Tuesday, March 5, 2019

February 28, 2019 As You Sow's annual Proxy Preview 2019 is launching next month. They tout themselves as providing the most comprehensive data on hundreds of shareholder resolutions — including environmental, corporate political...

 

Tuesday, March 5, 2019

October 5, 2018Last week US-SIF released their "2018 BIENNIAL REPORT ON US SUSTAINABLE, RESPONSIBLE AND IMPACT INVESTING TRENDS." I find the report gives me great insight on trends that I'm not yet seeing and ways that the industry is...

 

Tuesday, March 5, 2019

December 28, 2017Well, it's that time of year again. Making lists and checking them twice is good for Santa. Reading reviews about the best of the past is for the rest of us. Morningstar just released their "5 BIG THINGS ABOUT...

 

Tuesday, March 5, 2019

December 15, 2016For those of you who want concrete examples about how looking at ESG factors can help add value to a portfolio, you should read "INVESTORS SHARPEN FOCUS ON SOCIAL AND ENVIRONMENTAL RISKS TO STOCKS" in the New York...

 

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Tuesday, March 5, 2019

December 30, 2015Well, it what looks to be my last blog entry for the year (who knows if something juicy comes across my desk tomorrow) is an article in WEALTHMANAGEMENT.COM entitled "Socially Responsible Investing Comes of Age". It is...

 

Tuesday, March 5, 2019

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...

 

Tuesday, March 5, 2019

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...

 

Tuesday, March 5, 2019

December 18, 2012 Just finished reading the Governance & Accounting Institute's report "2012 CORPORATE ESG / SUSTAINABILITY / RESPONSIBILITY REPORTING DOES IT MATTER?" My highlights: Over 1/2 of all fortune 500 companies are now...

 

Tuesday, March 5, 2019

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...