Jason Y. Lee is the founder and CEO of Jubilee Media, a media company that creates videos, shows and movies to create a movement of empathy for human good.
The CEO and portfolio manager of O Shaughnessy Asset Management and author of
Millennial Money: How Young Investors Can Build a Fortune, Patrick O Shaughnessy outlined multiple options for portfolio customization and discussed their potential benefits on Morningstar s
Highly customized investment portfolios are becoming more appealing to a broader audience. Examining this development, O Shaughnessy unpacked some of the advantages of tailoring portfolios through environmental, social, and governance integration, custom indexing, and factor investing. He also shared his thoughts on the growing trends of mass customization and technology-driven investing.
Here are a few excerpts on ESG investing from O Shaughnessy s conversation with Morningstar s Christine Benz and Jeff Ptak:
Sara Rathner Of Nerdwallet
FILE - This Aug. 11, 2019 file photo shows Visa credit cards in New Orleans. When it comes to picking a credit card, you may believe a card is right for you simply because youâve heard of the bank that issues it or someone you know carries the card. Depending on the perks you want and the cards you can qualify for, the right card for you may be one youâve never heard of before. (AP Photo/Jenny Kane, File) May 11, 2021 - 4:42 AM
The credit card you pluck out of your wallet can make as much of a statement as the purse or pants you keep your wallet in. With cards touting sleek metal designs, luxury perks and loyalty program status upgrades, simply carrying a flashy card can make you look like the kind of person who has access to whatever it is they hide behind velvet ropes.
Laura McMullen Of Nerdwallet May 04, 2021 - 4:01 AM
Whatâs your relationship with money? Maybe your personal finances are like a distant cousin you barely think about â or an unsettling stranger you avoid. Or perhaps money feels like your enemy, frustrating you and rarely doing what you want.
In fact, 31% of Americans said they feel anxious when thinking about the current state of their personal finances, according to a NerdWallet survey last year.
That sounds exhausting. What if you thought of money as your friend instead? A more positive relationship can help you feel more confident and empowered to make the most of your money.