Episode 9: Learning the Lingo
The more you know about finance, the better you can manage your money. For this week’s challenge, I’m going to encourage you to wade through something that many people avoid, but which is necessary if you really want to take charge of your money – financial jargon. Learning to “speak finance” is a lot like learning a foreign language. Yes, many financial terms are confusing, but with a little time and patience, the terminology becomes approachable. It’s important to get comfortable with financial lingo for two reasons: 1) it helps you build confidence and overcome mindset challenges about money, […]
ESG Investing – Opportunity to Align Values and Dollars
How to Profit from Your Values An important aspect of Environmental Social Governance (ESG) investing is the opportunity to align your values with your dollars. This has been a rapidly expanding part of the investment universe leading to more investment options, more dollars behind those investments, and more impact on corporate behavior. Flourish Wealth Management has been supporting clients’ investment portfolios with ESG strategies for the past few years and has been more actively introducing this investment option to clients for the past 12-18 months. ESG isn’t for everyone, and we don’t put any pressure on clients to include […]
