Elyse Cherry recently published an opinion piece in Family Wealth Report, a daily online publication for advisors and investment strategists in the wealth management space. As with any investment portfolio, socially responsible investors need diversified holdings to reduce risk. Yet impact investors tend to have SRI portfolios that are heavily weighted towards stocks, Elyse writes in Family Wealth Report. “No bull market lasts forever,” she says, adding that fixed income, including investments in CDFIs, can play a critical role in balancing an impact investor’s portfolio.
One Percent for America receives $250,000 funding from the Eastern Bank Foundation to help remove barriers to US citizenship
November 6th, 2023