Consider gifting a portion of annual returns as a socially responsible (ESG) investment strategy

Filtering investment decisions through a values-driven lens has become one strategy investors can use to create a portfolio that considers Environmental, Social, and Governance (ESG) factors.  While ESG funds and other socially responsible investments may offer an attractive risk-return profile, an ESG funds-only strategy can add undue risk and expense to a portfolio.  Fortunately, there is an alternative method to achieve similar ethically-inspired ends: take advantage of the returns which mainstream investment vehicles can provide to fund organizations that meet your individual ESG missio

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