38 min listen
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking
ratings:
Length:
38 minutes
Released:
Feb 9, 2021
Format:
Podcast episode
Description
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?
Released:
Feb 9, 2021
Format:
Podcast episode
Titles in the series (70)
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking by A Legacy of Generosity