From “The Social Justice Investor: Advance Your Values While Building Wealth, Whether a Few Dollars or Millions” by Andrea Longton, CFA
This book follows three fictional characters as they work through everyday scenarios for people striving to build wealth while advancing social justice. Each character depicts one of the three most common investor types; DIY investors, 401(k) investors, and investors with accumulated wealth.
Angela, our KIY investor, opens an online investment account to build wealth after she leaves her teaching position to become primary caregiver to her three young children.
Tom, our 401)k) investor, shapes his 401(k) to reflect his personal values while saving for retirement.
Nicole, an investor working with a financial advisor, decides to use her accumulated wealth to finance the world in which she wants to live.
We will follow Angela, Tom, and Nicole throughout the book as they work through their own “real life” applications of social justice investing.