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YOGIC INVESTING QUIZ (click on the questions to get
answers)
+ Q. Will I sacrifice return through socially responsible investing?
A. No. As long as you are diversified and keep your investment fees low.
+ Q. Are all Socially Responsible Funds the same?
A. No. There are different funds for people with different value systems.
+ Q. Can I be a socially responsible investor throughout the globe?
A. Yes. Diversification is your friend.
+ Q. If my Socially Responsible fund includes a company that I’m morally opposed to, am I supporting that company?
A. No. (See my blog on this subject or the FAQ page).
+ Q. Is there a difference between Sustainable investing (SI) and Socially Responsible Investing?
A. Yes. Sustainable Investing mostly screens for environmental issues.
+ Q. Is there a difference between Hatha and Karma yoga?
A. Yes. Hatha yoga is the asana that we practice on the mat. Karma yoga is defined as the practice of selfless service such as volunteer work.
+ Q. Should I invest all my money in Alternative Energy Funds?
A. No. Most Alternative Energy Funds consist of small, often unprofitable companies concentrated in one or two industries.
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To learn more about Yogic Investing, how to invest with your values and the latest innovations in
Socially Responsible Investing, contact Jeff Bogart by phone
at 216/292-8700 or by
email at:
To find out if you are a Yogic Investor get our Free, easy 4 Step
Questionnaire below:
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ABOUT JEFF
BOGART
Jeff Bogart is a Registered
Investment Advisor who lives in Cleveland Heights, Ohio. He has been
practicing yoga for over eight years and has been helping people with their
investment and planning issues for over 25 years. He and his Belgian
sheepdog, Carlos Santana, participate in Therapy Dog programs, specifically,
hospital and nursing home visits and children’s reading programs.
INVESTMENT
PHILOSOPHY
Like you, I’m passionate
about yoga. And while we strive for balance on the mat, we need balance
off the mat. For me, that means helping people realize better
lifestyles and peace of mind while achieving their personal and financial
goals. For over twenty years, my services have been designed
around this philosophy, and this is how I would like to work with you,
too. more.....
LET US KNOW YOUR
THOUGHTS
Become a Guest Blogger
Yogic Investing is the destination for our community to share knowledge and
experiences about discipline on and off the mat: a forum aligned with your values
and ideals. Here we aim to create conversations about how you invest with
your values, the causes that inspire you, and your quest for global change.
Do not feel obligated to write about money. We have that angle covered!
If you're interested in writing a
guest article for our blog on any subject that is near and dear to your
heart, email your article to Jeff at . Make
sure to include a picture and short biography as
well.
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demands of the yoga that you
practice.