
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.
Mitchell Kraus, CAP®, CFP®, CLU, ChFC, CHSNC® |
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...
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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...
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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...
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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...
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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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