My siblings and I are managing our elderly mother's portfolio and she wants to move everything to 'Christian values' funds while we think she needs broader diversification, but questioning her wishes feels disrespectful even though we're worried about her financial security. We're her financial advocates but also her children and those roles are in conflict.
More people experience this than they realize.
Adult children are navigating the intersection of financial stewardship and respect for autonomy when values-based investing may compromise security.
“Where Are You with Socially responsible investing?”
If this sounds familiar, the Library can help you find the bigger picture.