Speaker: David Savage, Registered Investment Adviser, Savage and Company Wealth Management, LLC

Do we “Put our money where our mouths are?”  Environmental activists are often asked this question, or pose it to themselves.  We cannot dismiss it as being a question for others. Being socially responsible does not require that we have huge investment portfolios.  Even those of us with small saving accounts or just a bank account and credit card, can ask where our money is going and what it is supporting.  Those of us with environmental values can ensure that we are not inadvertently supporting projects that we otherwise reject on environmental grounds because financial institutions we use are investing in them.

The next monthly public program of Southern Oregon Climate Action Now is designed to help those of us seeking more information on socially responsible (SR) investing.  The program will Tuesday June 30^th at 6:00 and last for one hour.  It will be a ZOOM meeting that you can either join or watch via Facebook live at www.facebook.com/SOClimate. Those interested in receiving an address through which they can join the ZOOM meeting should send a request to carmen@socan.eco. The presentation will answer critical questions such as: “Does SR investing compromise potential earnings from our savings?” ;   “What are the long term prospects for SR accounts?”;  “Can we be sure that SR accounts invest only in what we approve?”  The ZOOM component will begin at 5:45 to allow visitors interested in engaging with other attendees an opportunity to visit.

Local investment adviser David Savage CFP® will discuss the pros and cons of SR investing generally and for specific funds including those that are and are not currently fossil free. David will also discuss investing resources and Divesting (withdrawing our money from) socially irresponsible financial institutions.

David Savage has been undertaking Socially Responsible investing for thirty years including for twenty-six as an advisor.  He has personally divested from Wall St.