ACTION POINT
SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.
Rosenberg recommends for “reliable dividend growth and dividend yield”
- Canadian and U.S. Preferred shares
- Energy infrastructure
- Utilities
Amy O’Brien & Ingrid Dyott
CONSIDER CHRISTINE BENZ’S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS
“Balanced sector diversification with fairly strong long-term results”
Benz’s Recommendations:
- Neuberger Berman Socially Responsive Fund (NBSRX)
- TIAA-CREF Social Choice Equity Fund (TICRX)
- Parnassus Equity Income Fund (PRBLX)
START APPLYING YOUR VALUES TO YOUR INVESTMENTS
Start by reading company sustainability reports
Check out socially responsible indexes:
- FTSE KLD 400 Social Index [info]
- MSCI USA ESG Select Index [info]
- Dow Jones Sustainability United States Index
- Dow Jones Sustainability North America Index [info]
CONTACT: SOCIAL SECURITY SOLUTIONS
Visit SocialSecuritySolutions.com or call 866.762.PLAN. Use commercial code “MBF” to receive 10% off your personalized report
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