Geri Eisenman Pell is a certified financial planner and CEO of Pell Wealth Partners.
Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.
Geri Pell of Pell Wealth Partners discusses how rational investors can make irrational decisions due to emotion, experiences and upbringing.
The goal of social impact investing is to enhance risk-adjusted returns, while generating a positive social and environmental impact.
Diversifying assets by taxability is important in building a financial planning strategy to last through working years and into retirement.