Tag Archives: Portfolio

FEATURE

Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74)



A company’s environmental and social impact is becoming increasingly important to investors. 

In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable and ethical companies and shares how advisors are increasing their use of ESG rating systems when advising clients.

Jeff discusses:

  • What ESG investing is
  • Why sustainable investing has become important to investors
  • How advisors are using ESG investing within their services
  • The impact of taxes on different types of investment accounts
  • And more!

Connect with Jeff Wildermuth:

Connect with Peter: 

CRN-4322166-021422

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

*Not affiliated with Lincoln Financial Advisors.  

 


63. The Monte Carlo Of Financial Planning



Creating a financial plan for retirement requires answers to what the future will bring. While we can’t predict what’s to come with one hundred percent accuracy, we can create adjustments during life’s journey to make an educated gamble.

In this episode, Peter Raskin discusses different factors to consider when creating your financial plan. Peter discusses an analytical tool used at Raskin Planning Group called the Monte Carlo simulation and how it could benefit your financial planning today and updates to future plans.

Peter discusses:

  • What the Monte Carlo simulation is
  • How the Raskin Planning Group leverages the Monte Carlo simulation to analyze and make adjustments to your optimal financial plan
  • The role of insurance when planning for uncertainty
  • The various ways that Monte Carlo simulation may impact your future planning adjustments
  • And more!

Connect with Peter: 

CRN-3655981-070121

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.