Episode 65: Human Rights and Investing with Perth Tolle

May 18, 2021 // By Melissa Joy, CFP®, CDFA®
Episode 65: Human Rights and Investing with Perth Tolle

In this episode Melissa Joy, CFP® and Perth Tolle discuss freedom-centric investing and why looking at investing through a humanitarian lens can impact returns. Perth is the founder of The Life + Liberty Freedom 100 Emerging Markets Index, which is a freedom-weighted EM equity strategy that uses personal and economic freedom metrics as primary factors…

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Episode 55: ESG Investing with Kalita Blessing

March 9, 2021 // By Melissa Joy, CFP®, CDFA®
Episode 55: ESG Investing with Kalita Blessing

In this episode Melissa Joy, CFP®, and Kalita Blessing, CFP® discuss environmental, social, and governance (ESG) investing. Kalita is a Wealth Manager with Quest Capital Management and a Chartered SRI Counselor, which is an investment advisor focusing on sustainable, responsible, and impact investing strategies. You will learn: What is ESG Investing? Common myths surrounded ESG…

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