EPISODE · Sep 18, 2019 · 26 MIN
Financial Planning and ESG Investing
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
This week on the podcast, financial advisors Mitch DeWitt and Keith Poniewaz talk "trends" before turning to something that has often been described as an investing "trend": Environmental, Social, Governance or ESG investing. In addition to talking about what ESG means (and it doesn't mean the same thing to every investor), they discuss how true ESG investing should extend beyond simply picking some funds to use those principles to inform your financial plan.
What this episode covers
This week on the podcast, financial advisors Mitch DeWitt and Keith Poniewaz talk "trends" before turning to something that has often been described as an investing "trend": Environmental, Social, Governance or ESG investing. In addition to talking about what ESG means (and it doesn't mean the same thing to every investor), they discuss how true ESG investing should extend beyond simply picking some funds to use those principles to inform your financial plan.
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Financial Planning and ESG Investing
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