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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
Episodes
Monday Jun 17, 2019
ESG & SRI - The Myths
Monday Jun 17, 2019
Monday Jun 17, 2019
Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth
Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors
For our second conversation with Jen Sullo, a principal at Rocaton Investment Advisors, we discuss the most common myths surrounding Impact Investing, ESG or SRI. From performance, to vehicle costs, to how ratings work, this candid conversation should help you understand better how ESG can be a viable option for your investments in ways you would have thought limited in years past.
If you would like to listen to the first episode where we discuss in high level what ESG or SRI actually is, click here:
Subscribe to "Between the Head & the Heart" and listen to more conversations like this one.
Follow us on twitter, facebook and Instagram @lexingtonwealth
For any comments or questions, reach out to info@lexingtonwealth.com or call our office at 781-860-7745. We would be glad to answer any question directly.
Monday Jun 17, 2019
ESG & SRI - What you should know about Impact Investing
Monday Jun 17, 2019
Monday Jun 17, 2019
In today's conversation with Jen Sullo, Principal at Rocaton Investment Advisors, we discuss what ESG, SRI or Impact Investing actually means. We covered from how to invest on ESG to how to measure it. You will learn about what are the right questions to ask to your advisor about ESG and how to navigate this growing industry.
Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth
Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors
Subscribe to "Between the Head & the Heart" and listen to more conversations like this one.
Follow us on twitter, facebook and Instagram @lexingtonwealth
For any comments or questions, reach out to info@lexingtonwealth.com or call our office at 781-860-7745. We would be glad to answer any question directly.