EPISODE · Sep 8, 2022 · 23 MIN
Aligning Your Investments With Your Values With Luke Wilcox
from The Agent of Wealth · host Marc Bautis
According to Schwab’s Modern Wealth Survey, 73% of Americans say their personal values guide how they make life decisions more today than they did two years ago, and 69% say that supporting causes they care most about are a top consideration when it comes to their financial decisions. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Luke Wilcox, founder of Ethos ESG, a FinTech platform for financial advisors, investors and institutions to align money with causes they care about, including racial justice, climate change, LGBTQ equality and more.In this episode, you will learn:What is ESG investing, in a nutshell?Perspectives on the rise of values-based investing.How Ethos ESG’s platform works to align people with their purpose.How companies like Ethos ESG measure the impact of values-based investing.What to look for in the future of ESG and values-based investing.And more!Resources:Episode Transcript & Blog | Ethosesg.com | [email protected] | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
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According to Schwab’s Modern Wealth Survey, 73% of Americans say their personal values guide how they make life decisions more today than they did two years ago, and 69% say that supporting causes they care most about are a top consideration when it comes to their financial decisions. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Luke Wilcox, founder of Ethos ESG, a FinTech platform for financial advisors, investors and institutions to align money with causes...
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Aligning Your Investments With Your Values With Luke Wilcox
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