About this episode
(5/19/23) Market performance vs economic data: This is a White-collar Recession; the AI narrative has created a positive fever in Tech stocks. Janet Yellen's Only Fans plan; Where do you place your money now for the least risk? The importance of Financial Plan Matching. Is there industry pressure for ESG? Need for Investment Policy Statement to include, "no ESG." Book: "Capitalist Punishment;" "Green Smuggling" noted by Committee to Unleash Posterity; financial managers pushing for political agendas over profits for customers. Is your portfolio being "greenwashed:" no product change, but higher "ESG" fees? How a charitable giving strategy would work w ESG; Candid Coffee preview; Touring Texas; "Easy Riders" redux: "ESG Rider?" Activities w Kids, and a generation that's moving away from social media (Generation Alpha). SEG-1: This is a White-Collar Recession SEG-2: Janet Yellen's Only Fans & Financial Plan Matching SEG-3: Is ESG Investing DOA? SEG-4: Charitable Giving Strategies & ESG Investing Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4zpbNF_feEE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here: https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Have We Already Gone Through a Recession that Didn't Register?" https://www.youtube.com/watch?v=q-PJcFnut-Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Headwinds To Lower Bond Yields" https://realinvestmentadvice.com/headwinds-to-lower-bond-yields "The AI Revolution. A Repeat Of History." https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Recession #ESG #WhiteCollarRecession #ESGInvesting #CharitableGiving #FinancialPlanMatching #JanetYellen #AI #Markets #Money #Investing