What Does it Mean to Be a Conscious Investor? Aligning with Purpose Through Impact Investing from ny metrics Watch Video
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Description: Financial Advisors Jina Penn-Tracy and Stuart Valentine discuss the meaning of Centered Wealth, what it means to be a conscious investor, and how we partner with clients to align investment portfolios with their life’s purpose. At Centered Wealth we see investment portfolios in service of our clients’ life purpose, not the other way around. SRI (Socially Responsible Investing), and ESG (Environmental and Social Governance) investing metrics can be utilized as tools to help inform Impact Inve