How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult.
Although hard to accomplish, there are different ways of making an impact. They vary in terms of feasibility, effectiveness, and potential cost.
W ... Show More
Nov 21
A Simple, Tax-Smart Account for Charitable Giving
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener.
To break it all down, we're joined by Fred Kay ... Show More
27m 5s
Dec 2021
How to Invest in Stocks: The New Way to Build Wealth
Learning how to invest in stocks requires one rule - that you throw out the old rules and learn the new way to build wealth. Our guest, Joe Percoco, and his business partner, Clay Gardner, were frustrated that millennials only had two options for investing: buying and selling st ... Show More
44m 47s
Jun 2019
Invest and Make An Impact With Arianna Savant & Swell Investing
Did you know that you cast a vote every time you spend your money? You are voting for companies whether you realize it or not. When you invest your money, you are doing the same thing…but do you know who you are voting for?
Arianna Savant, Head of Product at Swell Investing, is t ... Show More
40m 48s
Jun 2024
If You Want To Know How to Invest, Try THIS! (My Strategy Revealed)💸E74
I go into real-life investments, sharing insights on how I evaluate potential companies. From assessing CEO dedication ('right or die' mentality) and market demand to scalability and substantiating claims, I walk through my rigorous investment criteria. Join me as I discuss pract ... Show More
44m 31s
Sep 2020
Ethical Investing: Can You Push for Social Change with Your Money?
<p>There's no lie that Kat Von D's tattoo eyeliner is an ethical dilemma that has gripped us all, but can we push for change on a bigger scale? Will large corporations try to achieve more greener, fair, and responsible companies if investors like you and I "vote with our money"? ... Show More
21m 48s
Jul 2021
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes.
IN THIS EPISODE, YOU'LL LEARN:
(01:54) Why you should consider diversifying into alternative ass ... Show More
1h 4m