Margaret Wittkopp is the founder and CEO of Veritas Financial Services. Her many years of working with clients with big portfolios, small portfolios, and those just beginning to invest have given her the experience that investors crave for their financial mentor.
We spearhead a talk on the ‘American Dream’. What it is, what others perceive it to be, and overall, just a discussion on the nuances of the concept from a financial standpoint.
In This Episode:
In this episode, Margaret Wittkopp talks about social investing, a concept where investors want to put their money into companies that advocate (or not advocate) for certain things that align with their values. But does it actually work? Today, Margie provides some examples that will make you think, grow your money, AND promote goodness in the world.
(00:19) Social investing: do companies actually adhere to their principles?
(03:26) Margie’s advice: make your money and allocate it to causes you believe in
(10:24) Become stewards of your time, talent, and treasure: invest globally and diversify!
Veritas Financial Services, LLC Website: http://veritasinvesting.com/
For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
You can also get in touch with Margie directly via email at firstname.lastname@example.org