Most of us live our lives, trying to incorporate our core life values into the everyday decisions we make, and most of us are pretty successful at this. Then, suddenly, you have a source of new wealth - it could be from an inheritance, a sale of a business or real estate, maybe the lottery - and you’re in a quandary about the right way to invest it. Our next guest says that this is a good time to see if that newfound money can be put to work into investments that do indeed reflect your core values.
Mike Switzer interviews Greg Garvin is an accredited investment fiduciary with Natural Investments in Charleston, SC.
