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socially responsible investments

Book Review: Low Fee Socially Responsible Investing – Investing in your worldview on your terms

Today I’m reviewing a book written by a friend and colleague, Tom Nowak, CFP®.  Tom is passionate about Socially Responsible Investing (SRI) and he has written a great overview of the concept.  He introduces some very good tools that the average investor can use, either on your own or to help guide conversations with your advisor. But SRI concepts are available in many forms from many sources – what makes Tom’s book unique is that he develops a framework that allows the individual investor to implement SRI strategies (or for that matter, any investment strategy reflecting a particular worldview) in a very cost-effective manner. Mr. Nowak starts out with a discussion of fees and how they can have a major impact on your overall investment returns.  As you may already know, any reduction that you can achieve on the fees that your investment activities cost you will be returned directly […]