Join co-hosts Carl Newbanks and Marie Ruzek, CAP®, in a conversation with guest, Kashi Yoshikawa, CFA®, as they discuss what’s ahead for the year with regard to the economy and opportunities for charitable planning discussions. For example, do the high stock valuations of certain tech stocks and the very low interest rates provide fodder for asset-based charitable donations? More than ever before High-Net Worth individuals and nonprofits are implementing social investing; including ESG (environmental, social, and governance) factors into their decisions. What do you need to know to be conversant?