I get treated like Ebenezer Scrooge at holiday time. After all, there is no investment advisor in Boston’s Enchanted Village. But rather than admonish my readers to rein in spending, I’m recommending you treat yourself this season.
I’ve always wanted to dispel the common investment myth that wealthy people have an automatic advantage in the stock market. So, I thought joining a Boston Brahmin social club would be the best way to explore this topic. Things did not turn out the way I expected, but the process reinforced some very basic life lessons along with investing realities.
I’m not afraid of the creepy clowns running around this year. If you really want to scare the Wicked Smart Investor on Halloween just come to my door dressed as procrastination. This horror show makes me jump right out of my skin. Okay, maybe it’s not Old Granary Burial Ground at midnight with ground fog and howling coyotes kind of scared, but the procrastination ghoul will certainly elicit blood curdling screams out of me! To be on the safe side, I’ll hang some garlic cloves on the front door before trick or treating starts.
Here are the reasons I find procrastination so scary:
I’ve always wondered how Sir Isaac Newton, one of the smartest men that ever lived, lost a fortune in the stock market. I went back to school early this year and found out.
The doorbell has an eerie echo tonight, as if it’s vocalizing your disdain for what is happening next. After years of procrastination you finally decided to meet with a financial planner. Retirement is on the horizon and you need to make the most of your savings.
As the clean-cut advisor crosses the threshold you notice his expensive designer clothing. With impeccable manners he makes eye contact as he firmly shakes your hand. Then, he even goes so far as to compliment the interior decorating of your humble home. That’s exactly the sing-song you expected and the rock in your stomach only grows.
Uncertain how to work towards a secure financial future while living out your values? Join Socializing for Justice for a Skillshare on Socially Responsible Investing on August 6th, 6:00 - 8:30 PM.
SoJust hosts events that draw progressives of all stripes that share common values but may work on different issues. We create social spaces that allow for the possibility of cross-issue connections and run a Skillshare Series, hosted by The NonProfit Center*, which increases our individual capacity for movement building.
6:00-6:30 Socializing - bring your own dinner
6:30-8:30 Training and Q & A
RSVP at http://www.sojust.org - Newcomers always welcomed!
Event fee: $10-$20 cash at the door.
Socially Responsible Investing
How do we manage our finances to best sustain ourselves and support our vision of a more just economy? This is a chance to learn investment basics and discuss financial management with a local progressive activist and finance professional. No prior knowledge expected: we'll start with fundamentals and definitions. Participants should come away with a more intuitive sense of how to use investments, and ideas about how to research and choose between different financial tools without checking your politics at the door.
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