Aligning Your Investments With Your Values With Luke Wilcox

<p>According to Schwab’s Modern Wealth Survey, 73% of Americans say their personal values guide how they make life decisions more today than they did two years ago, and 69% say that supporting causes they care most about are a top consideration when it comes to their financial decisions. In this episode of <a href='https://bautisfinancial.com/agent-of-wealth-podcast/'>The Agent of Wealth Podcast</a>, host <a href='https://bautisfinancial.com/marc-bautis/'>Marc Bautis</a> is joined by Luke Wilcox, ​​founder of <a href='https://ethosesg.com/'>Ethos ESG</a>, a FinTech platform for financial advisors, investors and institutions to align money with causes they care about, including racial justice, climate change, LGBTQ equality and more.</p><p>In this episode, you will learn:</p><ul><li>What is ESG investing, in a nutshell?</li><li>Perspectives on the rise of values-based investing.</li><li>How Ethos ESG’s platform works to align people with their purpose.</li><li>How companies like Ethos ESG measure the impact of values-based investing.</li><li>What to look for in the future of ESG and values-based investing.</li><li>And more!</li></ul><p>Resources:</p><p><a href='https://ethosesg.com/'>Ethosesg.com</a> | business@ethosesg.com | <a href='https://bautisfinancial.com/'>Bautis Financial</a>: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000</p>