How One Investor's Socially Responsible Portfolio Has Fared

We check up on a socially conscious investor we interviewed more than ten years ago.


When we spoke to Deke Sharon in March 2004, the young musician was determined to invest his family’s savings with an eye to the social good. He and his wife, Katy, with the help of an adviser, had transformed a portfolio stuffed with tobacco stocks into one invested in mutual funds with holdings screened to meet social agendas and ethical standards that the Sharons could live with. “Even if we earn a little less,” Deke said at the time, “at least our money is going to make the world a better place.”

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Anne Kates Smith
Executive Editor, Kiplinger's Personal Finance

Anne Kates Smith brings Wall Street to Main Street, with decades of experience covering investments and personal finance for real people trying to navigate fast-changing markets, preserve financial security or plan for the future. She oversees the magazine's investing coverage,  authors Kiplinger’s biannual stock-market outlooks and writes the "Your Mind and Your Money" column, a take on behavioral finance and how investors can get out of their own way. Smith began her journalism career as a writer and columnist for USA Today. Prior to joining Kiplinger, she was a senior editor at U.S. News & World Report and a contributing columnist for TheStreet. Smith is a graduate of St. John's College in Annapolis, Md., the third-oldest college in America.