Put Values-Based Investing to Work in Your Portfolio

Motley Fool Answers

The Motley Fool

Taxes, Saving, Money, Investing, Planning, Retirement, Personalfinance, Finance, Education, Business

4.4 • 823 Ratings

🗓️ 7 March 2017

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

We’re going to explore the growing trend of values-based investing including how to evaluate the environmental, social, and governance impact of publicly-traded companies. Not only does ESG investing help you sleep better at night, it can boost your returns. We'll also answer your question about when you should use a Roth rather than a 529 to pay for junior’s college tuition.

Transcript

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0:00.0	This week's episode of Motley Full Answers is brought to you by Casper, an online retailer of premium mattresses for a fraction of the price, because everyone deserves a great night's sleep.
0:09.2	Get $50 off any mattress purchased by visiting casper.com slash full and enter promo code, fool.
0:18.5	This is Motley Full Answers. I'm Alison Southwickwick and I'm joined as always by Robert Brokamp,
0:22.9	personal finance expert here at The Motley Fool.
0:25.9	Well, hello, Alison.
0:26.9	Well, hello there.
0:27.9	This week, we're bringing in a foolish expert to explain the ins and outs of socially
0:32.8	responsible investing. I think that's what we're calling it this week.
0:35.9	Or maybe even more.
0:37.4	What factors should you consider and why it could boost your portfolio returns? We'll also
0:42.0	answer your question about when you should use your Roth to pay for the kiddos college.
0:45.9	Is that where we were going with that question?
0:47.5	Whether or not you should do that, but it has some merits.
0:50.0	All that and more on this week's episode of Molly Full Answers.
0:57.3	It's time for Answers, and today's question comes from Luke.
1:02.0	He writes, Hello, I'm 27 years old making approximately 90,000 with four kids.
1:03.9	Insert special hugs reference here.
1:06.8	Luke also has a mortgage and gives a fair amount to charity.
1:11.7	I'm contributing 6% to my Roth 401K to get the full match, and I have another 4% of my income slotted for long-term financial plays, which I'm thinking of contributing to a Roth IRA.
1:16.8	My main reason for doing this is that I can use the contributions for higher-ed expenses
1:20.8	for those kiddos and thought it is easier than having four 529 accounts.
1:25.6	Is this true, or am I missing a benefit of the 529?
	...

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