Episode Details

Is your investment portfolio in line with your values? Or are you losing money supporting companies that don’t share your political views? Today we talk with Hal Lambert, the founder of Point Bridge Capital and the Politically Responsible Investing® strategy. After years of managing investment portfolios and being active in Republican politics, Hal realized that political beliefs greatly influence how companies run their businesses. He decided that people should be able to vote with their wallets and invest in companies who share their political beliefs. If you're a Republican and want to align your investment portfolio with your values, you’ll enjoy today’s episode. Topics Covered in This Episode: - The difference between an ETF (Exchange Traded Fund) and a mutual fund. - Why politics matter in investing. - How “woke” business practices may be hurting your investment portfolio. - How to find businesses that share your political views. - The tax benefits of an ETF. - The benefits of converting your IRA or 401K to a Roth IRA. - Why everyone needs a team of financial advisors. - Hal’s stock market predictions for 2023. To Learn More: To learn more about Hal and his ETF, go to https://www.investpolitically.com/. If you’d like to get investment management advice from Hal, go to https://www.pointbridgecapital.com/. Don’t forget to go to https://www.hiddenmoney.com/bonus to access the bonus content and other exclusive member perks. To add expert tax strategists to your team of financial advisors, go to https://www.pinecocpas.com/consultation to get started. Social Media Links Instagram: https://www.instagram.com/hiddenmoney... Facebook: https://www.facebook.com/hiddenmoney.... Youtube: