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Taming the Financial Chaos
When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome.
Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residents of AL, AZ, CT, FL, HI, MD, ME, NC, NY,PA, SC, TX & VA. Advisory services offered to residents of NC & TX. Branch Office: 1010 North Elm Street, Greensboro, NC 27401. Principles of Financial Planning is not an affiliate of Lincoln Financial Securities Corporation.
Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here**, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.** LFS-5708180-052623
*www.sipc.org
**https://www.lincolnfinancial.com/public/microsite/lincolnfinancialsecurities/home?utm_source=typed&utm_medium=micrositeredirect&utm_campaign=LincolnFinancialSecurities
Taming the Financial Chaos
ESG Investing: Is it really what it says it is?
ESG Investing: What is it? How effective is it REALLY?
We’re putting ESG Investing under the microscope without venturing into politics – yes, that IS possible!
While it might seem that ESG Investing is pretty cut and dry – they’re not polluting the planet so I should invest in them – that’s actually not the case. Currently, there are over 140 firms in the US alone that have different scoring systems for evaluating ESG investment opportunities. So, how can that be anything but subjective?
Could ESG Investing be the right option for you? Maybe. But like anything to do with your finances...let's get all the information we need before moving forward.
Articles Referenced in Discussion:
Biden administration loosens Trump-era investing rules around environment, social and governance funds for 401(k) plans
Wall Street wants to end Trump-era ESG fund rule for 401(k) plans
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.
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