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Old 11-18-2008, 01:09 PM   #1
garp15
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Join Date: Sep 2002
Location: Kansas City suburbs
Posts: 30
Socially responsible funds

Good afternoon-- we have a young lady, 27, in our office (local government) that was going to start investing in our 401(a) until she looked at our options and found there were no socially responsible funds available. So she decided not to participate and was forgoing the 3% employer match as well. I've talked her into putting money in a money market, at least for now, so she can get the match.

I also told her she could open an IRA and then buy any funds she wants to buy. She's willing to do that but doesn't know any of the socially responsible ones. Neither do I. If anyone has a recommendation where to start with this, please advise.

Thanks
Mike
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Old 11-18-2008, 01:35 PM   #2
kbesada
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Join Date: Jul 2008
Location: Huntington Beach, CA
Posts: 31
http://www.socialfunds.com/

Go to the Mutual Funds page and it gives you a rather comprehensive listing. You are going to have to do your homework on how Socially Responsible these funds actually are, but that should help you a bit.


Kenneth Besada
Insurance/Financial Solutions
EMAIL: Kbesada@FarmersAgent.com
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