Dec 14, 2022
Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions.
CIO Brian Regan, CFA®, explains what a year-end Santa Clause rally is and what it means for markets. The Team discusses the implications of year-end investing patterns and investing frustrations that arise during market down times. They later discuss whether well-known commentators are worth following.
Chris, Jeff, and Brian share what shows they are currently watching and more.