Hey, everyone thanks for joining. Today, I will be speaking with our chief compliance officer, Joe Mcquaid, about transparency. It’s a very simple topic with a wide-ranging impact on your actual financial planning goals. The thought for the day is understanding what transparency is. Moreover, it’s the ability to see everything that you own in …
Why Transparency Matters in a Fiduciary Relationship Read More »
Hey, everyone. Thanks for joining today. I’ll be speaking with Adam Ponder. He is the co-founder and CEO of Alta Trust. Thought for the day: if you look at the Forbes 400 and you take out people that inherited their money, 100% of those people made their wealth through private investments. The action for the …
The Power of Private Investments in an Investment Portfolio Read More »
Hey, everyone, thanks for joining. Today, I will be speaking with Simon O’Shea, the chief investment officer for Ballast Rock Ventures. We’re going to have a wide ranging discussion today about socially responsible investing (public and private ESG investing), the whole ESG moniker, and what it means. The thought for the day, ESG is probably …
Why is Private ESG Investing More Effective than Public ESG Investing? Read More »
