Environmental, Social, and Governance. Brian and Jeremiah cover ESG Funds; are they as effective as a fund that strives for maximum performance? Finding the balance between ethics and returns. Jeremiah talks about adding cryptocurrencies into your portfolio and where you should actually be holding your digital assets. Don't put all your trust into the exchanges that make it easy for you to buy and sell... Finally, the duo gives some last minute tax advice and what to do moving forward.

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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The Real Money Pros:

https://www.therealmoneypros.com

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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