E19: How do I know my advisor is actually looking out for me? Can I be an ethical investor?

We are back for a new season of Ask Mark & Laura, and we are getting raw about the financial services industry. In this episode, we tackle a complex question about ethical investing. Can you align your portfolio with your values without truncating your results? Mark explains why he won’t let politics or trends tie his hands when it comes to making you money.

We also introduce our favorite new analogy: we are “Ship Builders.” You bring the raw materials, and we build a vessel designed to weather any storm and get you to your destination 30 years from now. Watch to learn why the anticipation of consequences is the most important service we provide and how we navigate the smoke and mirrors of the industry.