Investing in ESG (Environmental, Social, & Governance) Funds

Paul Merriman retired in 2012 from a lifetime of financial advising and the creation/management of a successful Seattle-based firm, Merriman Wealth Management, to dedicate himself to his passion for educating investors. In creating the Merriman Financial Education Foundation, Paul’s objectives were simply to make freely available the knowledge and wisdom he’d gained and share it with those interested in “sound investing” for retirement.

Here is what our guests will learn:

• How ESG funds are different from conventional funds
• The expected returns for ESG funds vs. conventional  funds
• How to know what kind of companies are in an ESG fund
• How ESG index funds perform compared to actively managed ESG funds
• How ESG bond funds perform comparedwith conventional bond funds
• How to select the best performing ESG stock and bond funds
• My favorite ESG funds How to mix ESG with conventional funds for better long term returns

Join us on Zoom. Here’s the link:
https://us06web.zoom.us/j/82524617784?pwd=NXVVeExscTdpd3ZlY05uTEdvaVNuUT09

Presented in collaboration with the Bainbridge Community Foundation.