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Morningstar Moments: 3 Things You May Have Missed

Our analysts discuss ESG investing in 401(k) plans, advising Latino clients, and President Biden’s tax rate proposal.

Here are the major financial moments our analysts have been talking about. 

1) Use Your Voice for Your Investments Today and Tomorrow


https://www.linkedin.com/feed/update/urn:li:activity:6795376078195085313/

ESG investing involves incorporating environmental, social, and governance factors into the investments you pick. Proxy voting is the way for investors to give their say in a company they invest in. Put those together, and you get a whole new way to consider investing in your 401(k) plan. Samantha Lamas writes about the power that investors and ESG investing can have when planning for retirement.   

2) Advisors: “Ask More Questions and Make Fewer Assumptions”  

https://www.linkedin.com/feed/update/urn:li:activity:6795392080366579712/ 

Less than 3.5% of certified financial planners are Black or Latino as of 2017, according to the Certified Financial Planner Board. How can advisors open up their firms to more diverse clients? Morningstar’s newest contributor Catalina Franco-Cicero sums it up in one word: education. She outlines what steps advisors need to take to understand and serve Latino clients.   

3) Know When to Let Go of Long-Held Positions