September 2021

Why Transparency Matters in a Fiduciary Relationship

Why Transparency Matters in a Fiduciary Relationship

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 […]

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Why is Private ESG Investing More Effective than Public ESG Investing?

Why is Private ESG Investing More Effective than Public ESG Investing?

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

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