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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 - 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
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