Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Listen or watch this easy-to-digest 8-minute recap covering the biggest news your NEED to know.
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on greenwashing in impact investing, the difference between impact investing and ESG, and return expectations for impact investments.
A guide through the process of investing inherited wealth. Get insights into financial strategies, the emotional aspects of managing new wealth, and the importance of finding a trusted partner to help navigate your new financial landscape.
Hearing about Environmental, Social, and Governance (ESG) investing but don't really understand what ESG investing means or if ESG investing is good? Learn everything you need to know here.
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on the difference between impact investing, ESG, and SRI; impact investing in the stock market versus private markets; key issues with ESG investing; impact investing and risk versus return in public and private markets; and how quarterly returns can work against investor’s impact goals in public markets.
Inheriting stock may enable you to experience financial freedom and live a life that you thought was beyond your dreams. But if you aren’t able to understand the size and holdings of your trust or feel like your trustee has become a financial babysitter, it can be hard to feel confident in your vision for the future.
Many people who inherit stock positions need support from a financial advisor, but it can be difficult to know what questions to ask, especially if your advisor doesn’t specialize in working with inheritors.
Inheritors dealing with a concentrated stock position will have a different set of questions and concerns than those who built or grew a concentrated stock position during their lifetime. Get the scoop on the tax consequences of inherited positions, how to diversify inherited holdings, and the risks and benefits of holding concentrated stock positions.
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch this easy-to-digest 7-minute recap covering:
What happened in 2023 and why everyone was wrong
What experts are expecting in 2024
Why I don't put too much stock in expert opinions
3 essential financial planning tasks for January 2024
Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.
Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future.
Investors and the financial media got excited when yields on the 10-year Treasury Note and 3-month Treasury Bill inverted. In this video, I break down what Treasury yields mean, what a yield curve inversion is, and why anyone cares when this happens.
