Art of Abundance with Leisa Peterson

AOMW 069 – Socially Responsible Investing with Bill Holliday


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When I became a financial advisor, I got really interested in socially responsible investing and was disappointed to see that very few people were as interested as I was.  I think because many people think you are going to get lower returns when it comes to investing with your heart and your mind but the good news is that it is a fallacy!  Plus is it not priceless to care about the world we are leaving to future generations?

In today’s conversation with Bill Holliday, CFP(r), we discuss what socially responsible investing is, how it works and why people make the decision to move in this direction with their investments.  Bill is very devoted to this mission and I love bringing his story to you! Bill became interested in SRI when he saw the impact of micro-credit in Nicaragua, when he served in the US Peace Corps.  

Every time we make a more conscious decision with our money, the world is affected in beautiful and powerful ways!  Enjoy!!

To learn more about Bill and his firm AIO Financial that is based in Tuscon, Arizona – CLICK HERE

 

 

The post AOMW 069 – Socially Responsible Investing with Bill Holliday appeared first on Wealth Clinic.

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Art of Abundance with Leisa PetersonBy Leisa Peterson

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