Learn how to craft a retirement plan email question that’ll get you a model retirement spitball analysis. Plus, when should you contribute to Roth IRA, and when and how much of a Roth Conversion should you do? Is it hypocritical to prioritize investment returns over your conscience and values? Joe and Big Al talk ESG, or environmental, social, and governance investing, and they evaluate a strategy to keep taxes low while helping your kids buy a house. Finally, your comments about YMYW.
Large monetary returns are not the only thing some investors are looking for when they invest in the stock market. Some are looking to drive more money into companies that are environmentally friendly or that are working to have a positive social impact. The megatrend of developing portfolios with a purpose is given a range […]