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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
Greenwashing, Fees, and Risks: Another Look at ESG Investing
In our first episode on ESG Investing, we took a look at what it is and the complications that can be involved.
Now we're looking at ESG investments and things to take into consideration should we choose to move forward with this type of strategy. We will have a special focus on greenwashing and the potential impact on fees that might be involved. We're also looking at some of the risks involved.
Bottom line: When it comes to investing, it pays to do your research and/or work with a professional who can help you make informed decisions.
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.
Mutual funds and exchange traded funds are offered by prospectus only. Investors should carefully consider investment objectives, risks, charges, and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial advisor.
Articles referenced in this podcast:
ESG investing today is somewhere between a joke and a scam. We need to act, fast
Stop the ESG Nonsense
Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds
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