Which Sustainable-Investing Approach Is Right for Your Clients?
The Morningstar framework can help you better understand this area.
Phuong Luong
Phuong Luong, CFP, is an educator and financial planner focused on economic justice and closing racial wealth divides. She is a Principal at Saltbox Financial, a virtual, fee-only RIA. She is also the online facilitator for the Boston University Financial Planning Program. Phuong is a subject matter expert in ESG and regenerative investing. Follow Phuong on Twitter: @pt_luong
The views expressed in this article do not necessarily reflect the views of Morningstar.
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