Happy Earth Day

Tomorrow the world will mark the 52nd Earth Day. This year’s theme will be Invest in Our Planet. Earthday.org has many ideas for ways to get involved, including their 52 Ways to Invest in Our Planet (https://www.earthday.org/earth-day-tips/).

From an investment perspective, it represents a chance for investors to align their portfolios to benefit from a more sustainable economy while helping drive positive change:

 Addressing Climate Change Risks in your Investment Portfolio

 In related regulatory news, on March 21, the SEC proposed new rules to enhance and standardized climate-related disclosures (https://www.sec.gov/news/press-release/2022-46). 

Leslie Samuelrich, a guest speaker on our Q1 2022 SI Study Group Talk, had a nice write-up on the impact to investors (https://www.greencentury.com/statement-green-century-responds-to-proposed-sec-climate-risk-disclosure-rules/).

 Enjoy the Earth!

-King Wealth Planning

(800)59-ADVISE (408)879-0789 Fax: (408)879-9075

Paul King, CFP®, Registered Principal, LPL Financial, CA Insurance #0761042

Shannon Corpuz, Registered Representative, LPL Financial

In the event of a natural disaster and King Wealth Planning cannot be reached, please contact LPL’s service center directly: 800.558.7567

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, NM, NC, NY, NV, OK, OR, PA, RI, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside these states.

A IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment adviser (IA), representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org | www.sipc.com.  Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.