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.
Why Everyone Needs an Investing Coach in Their Corner
Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the