Sustainable Investment Strategy 101: Fossil Fuel Divestment

I was recently asked by a client to educate them on the effect of the divestment of the securities of companies involved in the fossil fuel business on their portfolio.

I made the following video on this subject because I thought perhaps others may be interested in this subject as well!

If you have any questions or if there is anything I can help you with please feel free to contact me anytime at cyril@fourfinancial.com or (734) 272-4322

The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual. Socially Responsible Investing (SRI)/ Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Not FDIC Insured, May Lose Value, No Bank Guarantee

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The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. If you have any questions or if I can do anything for you please do not hesitate to email me at cyril.white@fourfinancial.com or call me at (734) 272-4322! I recently did three webinar workshops covering the SECURE Act and what it means for our clients. Click on the video link below to watch the full webinar workshop! The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to be enacted in over a decade. The new law is a very good thing for some retirees and not such a good thing for others. Barely half of the workforce is covered by a retirement savings plan through their employer, and the SECURE Act is meant to address this issue, among other things. Here are some key provisions in the Act that may affect your retirement plans. 1. Required minimu...

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