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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

Sep 22, 2021

Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminated various “sin” products.

Communication and goal setting is critical for couples when it comes to financial planning as individuals have different beliefs and habits about how to handle money. Prenups are becoming increasingly popular, especially for couples entering a second marriage.

Gifting appreciated stock as a Qualified Charitable Distribution may be better served than selling it, taking the capital gains hit, and then donating it. AMR talks about Qualified Charitable Distributions and Donor Advised Funds.