Ask Mark - A Question From Evelyn - Show 55-2

Tuesday, October 30, 2012 3,086 views

IFA.tv viewer Evelyn discusses the importance of educating children on the "bears and the bulls," so financial formation can be established before reaching adulthood. She asks Mark how she should invest at her stage in life, in a way that meets her standard of moral conscience. Mark explains the importance of first determining risk capacity, then walks through Index Portfolio 50, showing the performance of socially responsible index funds that are screened for various factors that may align with an investor's values or beliefs.

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