Issue link: https://info.seic.com/i/1474330
Investing where it matters most In today's world, an investing experience is about so much more than a portfolio or asset allo- cation. It can be a vehicle for you to have an impact on your family, and on the world around you. One of the most impactful ways to align your investing strategy with your core beliefs and personal values is to employ a values-based approach. There is a distinct connection between personal identities, value systems and your wealth. You may decide you want to look beyond an investment's returns so that you can consider the economic and social impact of a company. Another way to help build your community is through charitable giving, and impactful philanthro- py isn't exclusively reserved for the ultra-highnet- worth. You can also make an impact on your community by identifying charitable causes that are near and dear to your heart. Discuss chari- table interests with your advisor. Because when they have a clearer understanding of your life's bigger picture, they can help connect the dots in ways you may not have considered before. Goals with value Around the world, as many as 78% of investors—and 99% of millennial investors— have investment goals focused on sustainability efforts. 5 Give to live There are many benefits to giving. It can boost your physical and mental health. It can lower your blood pressure and stress levels. And it can connect you to happiness. 6 Make it your moment. Ensure that your financial plan casts a wide net to include your preferences, aspirations, and values. Focus on matters of the heart. Talk with your advisor about the philan- thropic organizations and causes that you want to actively support. Connect the dots. You've likely built a community of professionals around you, which might include estate or business attorneys and CPAs, in addition to your advisor. Connect everyone together so that they can create a more personalized experi- ence for you. 78 % 3 ways to build your community