Do you understand what the companies that you invest in are doing with your money? Have you ever had your investment portfolio screened? I usually ask my clients if there are any moral or social issues that I need to be aware of before creating their portfolio. You may have heard of ESG criteria before. This mainly addresses the “social” issues and stands for Environmental, Social and Governance. I get a bit deeper into the morally responsible issues and screeners… if you are interested.
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- 401k Information
- Portfolio Optimization Strategies
- Retirement Income Planning
Sentiment Analysis
Craig specializes in retirement planning but even if you are not anywhere near there I would recommend that you let him look over your investments to make sure they are producing good results.
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