Understanding ESG

Understanding ESG

Understanding ESG: Tony Davidow, CIMA and Author of Goals-Based Investing, interviews Margaret Towle, PhD., CIMA, CPWA, FSA, RICP with Yakima River Partners about ESG. ESG stands for Environmental, Social, and Governance. Investors are increasingly applying these non-financial factors as part of their analysis to identify material risks and growth opportunities in investing. Watch more Tony Davidow and other financial advisor videos from finStream’s Financial Advisor Center at this link: https://www.finstream.tv/videos/financial-advisor-center/

Financial Advisor Center

Bob Pisani: Goals-Based Investing

Bob Pisani: Goals-Based Investing

Goals-Based Investing: Bob Pisani: In this Goals-Based Investing podcast, Tony Davidow talks to Bob Pisani, Senior Market Correspondent for CNBC about his new book “Shut Up & Keep Talking.” Tony and Bob delve into how the exchange has evolved over the years, lessons learned from crashes & corrections, behavioral finance, and the rise of ETFs, among other issues.

2023 Outlook: Advisors will need an Alternative Toolbox

2023 Outlook: Advisors will need an Alternative Toolbox

2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023.

Rethinking the 60/40 Portfolio

Rethinking the 60/40 Portfolio

The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments.