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The Hidden Costs of ESG Funds: A Faith-Based Perspective | SLW #153

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Manage episode 454059185 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Last year on the Spend Life Well Show, we unpacked the pitfalls of ESG Investing -- funds marketed as ethical but often falling short. While claiming to prioritize environmental and social good, studies revealed ESG funds are expensive, misleading, and often driven by political agendas. This year, the SEC fined major fund managers like Deutsche Bank, WisdomTree, and Invesco millions for false ESG claims.
Tune in to hear what our advisors, Mark and Jesse, have to say about the importance of investigating where your money is going and ensuring it aligns with your faith and values. Stay tuned for practical steps to invest with integrity!

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 454059185 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Last year on the Spend Life Well Show, we unpacked the pitfalls of ESG Investing -- funds marketed as ethical but often falling short. While claiming to prioritize environmental and social good, studies revealed ESG funds are expensive, misleading, and often driven by political agendas. This year, the SEC fined major fund managers like Deutsche Bank, WisdomTree, and Invesco millions for false ESG claims.
Tune in to hear what our advisors, Mark and Jesse, have to say about the importance of investigating where your money is going and ensuring it aligns with your faith and values. Stay tuned for practical steps to invest with integrity!

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

142 episodes

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