How Do You Know an Investment Firm Is Right for You?
April 6, 2026
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.
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Are ESG Funds in Trouble?
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Paul talks about a WSJ article called “The Regulators Are Coming After Sustainable Investments.” How does a mutual fund get listed as ethical? What types of businesses can get listed as ethical and what do they have to do? At the end of the episode, Paul shares his take on some recent capital gains tax news.
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