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Some points to consider before making an investment
  • Always develop an overall investment plan, including an asset allocation.
  • Identify the funds that most closely fit your investment plan and risk tolerance.
  • Always read the fund prospectus before deciding to invest.
  • Consider long term performance, manager continuity, comparisons to appropriate indices, and measures of risk adjusted performance.
  • Socially responsible funds define and measure social and environmental issues differently. Look carefully at the fund prospectus to make sure their approach is acceptable.
  • Be fair to yourself: If you can't devote enough time to do the thorough research, consider working with an investment professional.

For more information on socially responsible investing, please consider the following articles:

Social Investing
Retirement
Women and Money
Voluntary Simplicity
Community Investing
Inherited Wealth
Philanthropy

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