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Shes seen a rise in younger clients prioritizing sustainable investments.
They want portfolios that both grow and contribute to the greater good, she added.
For instance, people need to invest a weekly amount in thefunds or companiesof their choice.
For diversification, I recommend they use mutual funds.
They should invest the same dollar amount every week via their check into the funds, he said.
This way, they develop the habit of systematic investing and the frequency of share purchases.
If a situation comes up, they can reduce or eliminate the contributions as need be.
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