Wake Up with Wealthtender

Wake Up with Wealthtender: Socially Responsible Investing

By  Wealthtender HQ

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Good morning.

Are you invested in the stock market? 📈

More Americans than ever are invested in the stock market, according to the Federal Reserve. But while direct ownership of stocks has declined since 1989, it’s indirect investment which has driven the rise in stock ownership through 401(k) plans and products like ETFs.

Are you a socially responsible investor? 🌱

Over the last several years, a growing trend among investors has been a preference for investing in companies considered to be socially responsible. But with acronyms like SRI and ESG, and terms like sustainable investing and impact investing, how do you make sense of it all?

Enjoy today’s recommended reads and listens offering the insights you need if you’re planning to invest green.


Ready to get started with socially responsible investing? A financial advisor can help. Get to know the financial advisors featured on Wealthtender.

Friday Trivia: What was the name of the United States Forest Service owl mascot originally created in 1970? 👇

What is Socially Responsible Investing (SRI)?

Socially Responsible Investments combine the best investment options when it comes to sustainability and supporting companies that do their part (or more) to help the planet. [Read the Article]


Enjoy this curated selection of content from Wealthtender Financial Network partners.

🌿 Social Capital: The Most Resilient Form of Capital

In this podcast episode, Jonathan speaks with Laura Oldaine from Rich and Resilient Living to learn about the holistic way of looking at investing. [Joney Talks]

🦸‍♀️ SRI: Does it Pay Well to Do Good?

More and more people are looking for ways to do good in the world. But does socially responsible investing produce good results for your portfolio? [Marriage, Kids and Money]

🌎 Conversations with a CFP: Responsible Investing

Guest Marie Thomasson sits down with host Naseema McElroy in this podcast episode to discuss the history of SRI, ESG and the transition to impact investing. [Financially Intentional]

🐞 The Sustainable Investing Revolution

Gain a perspective on how this new form of corporate consciousness known as sustainable investing can be implemented in portfolios. (PDF) [Changebridge Capital]

👍 How to Understand Ethical Investing

In a nutshell, ethical investing means investing in a way that is aligned with your own beliefs and principles. [Money Mini Blog]

🦋 Sustainable ETFs: A Short-Cut for SRI? 

Are sustainable ETFs right for you? That will depend on a number of factors. Morals matter, but so does ROI. [Wealthtender]

🎧 Being a Socially Responsible Investor with Bill Holliday

In this episode, Bill Holliday joins to talk about SRIs, what qualifies and if there is a place in your portfolio for SRIs. [Money Tree Podcast]

Can’t get enough? Check out these articles from members of our community, too:

Still want more? 🔎 Put the WISE Search Engine to work for you.

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We’re excited to introduce you to financial advisors and financial coaches featured on Wealthtender. Visit their profile page to learn more! Know someone who might be a good match? Forward this email and put your matchmaking skills into practice. 🤝

Meet the Newest Financial Advisor on Wealthtender

Scott Cadieux, CFP®, AIF®

Echelon Private Wealth Management, LLC

Scottsdale, Arizona

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We Take Your Financial Wellness Personally

Scottsdale, Arizona

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0 Certified Advisor Reviews

We Take Your Financial Wellness Personally

Areas of Focus

Mindy McCubbin, ChFC

Truman Wealth Advisors

Columbia, Missouri

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0 Certified Advisor Reviews

Sharing the secrets to building TruWealth

Columbia, Missouri

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0 Certified Advisor Reviews

Sharing the secrets to building TruWealth

Areas of Focus

  • Alternative Investments
  • Career
  • Family and Money
  • Financial Life Planning
  • Having a Baby

Rob Lloyd, CFA

Lloyds Intrepid Wealth Management

The Woodlands, Texas

Explainer of markets, plans and portfolios.

The Woodlands, Texas

Explainer of markets, plans and portfolios.

Areas of Focus

  • Employee Stock Options
  • Estate Planning
  • Investing
  • Investment Management
  • Living in Retirement

Featured Financial Advisors on Wealthtender

Featured Financial Coaches on Wealthtender

The Brightest Stars

Each week we showcase a member of our network who has earned a 5-star review on Wealthtender. 

Kelley Long, CPA/PFS, CFP® – Financial Bliss with Kelley Long was founded to help people get unbiased, expert answers to money questions and financial decision support. 



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👉 Friday Trivia: What was the name of the United States Forest Service owl mascot originally created in 1970? Woodsy Owl 🦉

Disclaimer: The information in this article is not intended to encourage any lifestyle changes without careful consideration and consultation with a qualified professional. This article is for reference purposes only, is generic in nature, is not intended as individual advice and is not financial or legal advice.

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