dsm Wealth: Episode 3 - Aligning Investment w/ Your Values w/Cathy Adams, Chris Cook & Liz Ulrichson скачать в хорошем качестве

dsm Wealth: Episode 3 - Aligning Investment w/ Your Values w/Cathy Adams, Chris Cook & Liz Ulrichson

In this month’s episode of the DSM Wealth Podcast, we ask a powerful question: What if your investments could do more than just perform and also reflect what matters most to you? In “Aligning Your Investing With Your Values,” we explore how values-based investing has evolved over the years, and how this type of strategy can enhance your overall portfolio while creating meaningful impact. Joining the conversation are wealth and investment experts Cathy Adams, senior vice president and leader of the Wealth Management team at Community State Bank; Chris Cook, CPA, CFA, partner and chief investment strategist at Gilbert and Cook Private Wealth Management, and Liz Ulrichson, financial adviser and relationship manager at CAPTRUST. Join us to learn how aligning your investments with your values can help you invest with greater purpose and confidence.