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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

In this episode, we talk in-depth about how Pete frames the differences between socially responsible investing (which is focused on excluding certain industries or companies from portfolios), ESG investing (which measures the risk to companies from environmental, social, and governance factors), and Pete's sustainable investing approach (which he views (..)

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done.

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Transcript: Apollo’s Torsten Slok

The Big Picture

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. They have been expecting recessions, they’ve expected contractions.

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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Related: Zephyrs Adjusted for Risk: Crypto as an Asset Class and Perspective on Crypto Investment Strategies While pro-cryptocurrency lawmakers could not add their digital asset language of choice to OBBBA, the attention and willingness to make favorable laws for those digital assets at the congressional level is higher than ever.

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Investors Playing More Defense Even as Stocks Climb to New Highs

Wealth Management

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars. Concept of digital social marketing.

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Merge Ahead: Combining Irrevocable Trusts

Wealth Management

By merging trusts, a trustee may achieve economies of scale in investments and administration. Concept of digital social marketing. For an overview of the steps to take for a successful trust merger, see “Checklist for a Trust Merger,” pp. Why Merge Trusts? For example, a larg.

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Women Business Owners Group Makes Itself Heard

Wealth Management

Soldano June 11, 2025 3 Min Read The power of women-owned businesses is growing, and it’s getting noticed on Capitol Hill. Women-owned businesses are a powerful engine in our economy. According to a recent Wells Fargo women-owned businesses study, the statistics are impressive. enterprises and generate $2.7