How To Incorporate Sustainable Investing Into Your Practice
With this series, advisors can find a framework for helping clients meet sustainable investing goals.
Phuong Luong
Phuong Luong, CFP, is an educator, financial planner, and investment strategist focused on economic justice and closing racial wealth divides. She is currently the Investment Strategist for Adasina Social Capital and the founder of Just Wealth, a virtual, solo, 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.
Latest
Advisors Should Be Talking About Student Loan Debt
Just because someone is wealthy enough to need an advisor does not mean that student loans aren't an issue.
Student Loans: Answers and Resources for the Advisor's Tool Kit
A roadmap for conversations with clients.
Student Loans: A Road Map for Advisors
If you don't have clients with student loan debt already, you surely soon will.
How to Add Impact Investing to Client Portfolios Through CDFI Loans
These loans can steer money to communities and causes that clients care about.
How to Be an Effective Pro Bono Advisor
In what ways should your approach vary?
What the Next Generation of Clients Is Looking for From Advisors
This new column covers how advisors can appeal to and help millennials and others.