The Optimistic Investor

Did you know that 70% of financial plans never get followed through on? In this episode, we discuss why this is and what exactly is preventing people from reaching their goals.  InTrack's certified money coach, Brett Peltzer, sheds light on how our past can create unhelpful behavioral patterns related to money and stop us from making the best decisions for our future financial wellbeing. 

In this episode of The Optimistic Investor, Myron Sopher, Managing Partner at InTrack Investment Management, discusses why the investing world has turned its focus to sustainability, SRI, and ESG over the past few years. He also goes into his own personal interest in the topic, as well as how he helps InTrack's clients who are interested in reflecting their unique values in their own portfolios.

Learn more about InTrack Investment Management by visiting their website.
https://www.intrackinvest.com

In this episode, Myron discusses trends he's noticed in the past year, such as more saving, less spending, and more discipline when investing. The pandemic has made many people reflect on what's most important to them. This is a great time to rebalance both your priorities and your portfolio. Currently, some of Myron's optimism is coming from the increasing popularity of socially responsible and impact investing. He reminds us that your financial gain and personal values do not have to be mutually exclusive. 

Did you make any financial resolutions when the ball dropped at midnight? In this episode of The Optimistic Investor, Myron encourages us to maintain that enthusiasm toward being involved in your personal finances throughout the entirety of 2021.

With the holidays FAST approaching, Myron Sopher, Managing Partner at InTrack Investment Management, lays out the financial tasks you should cross off your list before welcoming 2021 with open arms. 

In our first episode of The Optimistic Investor, Myron Sopher, Managing Partner at InTrack Investment Management introduces himself and discusses how he can stay optimistic about investing and society in general even during the most trying times. We also discuss his passion for socially responsible investing, something InTrack often helps their clients with.

Learn more about InTrack Investment Management by visiting their website.
https://www.intrackinvest.com