Rethinking Our Relationship with Wealth
Money changes what you can access and can undoubtedly be used to make happiness-inducing purchases. It serves nearly all intents and purposes, like equipping you and your loved ones with a safety net, funding for personal opportunity and enjoyment, and a chance to support others.
So why does it get such a bad wrap?
That’s not just an assumption. As of September 2024, according to Semrush (a SaaS platform for digital marketing) the phrase “money is the root of all evil” has had an average of more than 6,000 monthly searches over the last 12 months. Now, that’s a comment that can cast down the excitement of striking it rich .
Every socioeconomic class has people who possess qualities that are inherently good or bad; money could simply be the catalyst to act. Enough of it can take you just about anywhere in the world, but it will not remove you from control. Instead, it allows the individual to pursue their desires and ambitions. Just like the unique lives each person leads, money is personal.
Challenging the Stigma
Consider people who have dedicated their lives and a significant amount of money to philanthropic causes. Plenty of people who fly under the radar are using their money to make a difference; you can, too.
You Decide How Money Affects You
Money changes what you can access. Enough of it can take you just about anywhere in the world, but it will not remove you from control. It simply provides the individual with access to pursue their desires and ambitions. Just like the unique lives each person leads, money is personal.
Think about how it would feel to donate to causes you care about. People worldwide are housed and fed daily because someone decided to pay it forward. According to the Associated Press, in June of 2024, Warren Buffet became the world’s biggest money donor after giving around $55 billion worth of Berkshire Hathaway stock to five foundations. Many of those donations stream into issues surrounding world health and education. You might never have the same amount of money to sprinkle worldwide, but contributions of any size can and do make a difference.
Pro tip: Sometimes, you can take a tax deduction for charitable donations (consult a tax professional before making this assumption).
Financial Security for Peace of Mind
Money is the cornerstone of relaxation. It can provide you with a chance to turn your dreams into a reality. When you do get to the point where you feel money is an afterthought, the world becomes your oyster. Money has the power to fund education, travel, and maybe even alleviate stress. It seeks to give you the opportunity to pursue your passions like starting a business—with enough money, you can even skip the startup part and buy a business outright.
Sustainable Investing: Money as a Tool for Positive Change
Are you looking to possibly enhance your portfolio in addition to making charitable donations? You can put your money to work supporting companies driving positive change. Funds like the Shelton Sustainable Equity Fund (NEXTX) allow you to invest in stocks in the sustainable economy with the objective of achieving long-term capital appreciation.
Embrace Money’s Potential
Whether you are investing in the future, donating to causes you care about, or working on a plan for financial security, more money will free up your ability to make choices. It’s not about how much you have; it’s about the intentional choices you make that will continue to steer you toward values-based decisions.
Important Information:
Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. An investment in the Fund involves risk, including possible loss of principal.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
The portfolio’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium-sized companies, even indirectly, may involve greater volatility than an investment in larger and more established companies.
By clicking the above links, you’ll leave this site and go to a third-party website. Shelton Capital Management does not control the content or privacy practices of the other website and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.
The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.
