Many investors believe that fossil fuels are essential for strong retirement investment returns. But is that actually true? In this article, we test that assumption—comparing the performance of portfolios with and without fossil fuel exposure. While we focus mainly on investment performance (also known as risk-adjusted return), we also explore considerations for those who care about aligning their portfolio with environmental values.
We’ll break down investment performance, explore fossil fuel-free indexes, and offer practical steps for values-minded investors. Whether you’re saving through a Roth IRA, Roth 401(k), or taxable account, it’s…
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