How Sustainable Investing Leader Katharine Collins Finds Opportunity in Times of Change

Episode 9: How New, Powerful and Personalized Investing Tools Will Make a Positive Impact on Your Portfolio

Money Conscious with Sasha Millstone

Hi all,

I am excited to share my new Money Conscious podcast with you! I want you to hear more about the new software tools we’re using at The Millstone Evans Group that help us personalize investment selections and financial planning for our clients more than ever before.

In Episode 9: How New, Powerful and Personalized Investing Tools Will Make a Positive Impact on Your Portfolio, I delve into this topic with Brad Michalchuk, who joined the Millstone Evans Group in early 2022 as the team’s Director of Financial Planning and Environmental, Social, and Governance (ESG) Research.

We discuss a planning case in which Brad uses our education software, College Aid Pro, to help one family – parents and high school-aged kids working together – personalize the search process and find the right colleges for each student at the right price.

You’ll also hear about YourStake, an extremely powerful new software that incorporates over 100 metrics around key areas of concern such as health, environment, human rights, and many more. YourStake enables us to match a client’s values with a set of investment options, and then to incorporate investment performance as we create the personalized portfolio. I am thrilled – and want clients to be thrilled – by the fact that we can provide specific, transparent answers in many areas that I know you care about.

How to Listen and Subscribe. Please click your favorite link here to listen to the latest episode of Money Conscious on Apple, Spotify, Google, or navigate to wherever you get your podcasts. Please subscribe so you get access to new episodes as soon as they’re released. And if you have any questions about how to access links, listen, subscribe, and/or review, please email me and we’ll help you.

Happy listening!

P.S. After you listen to our podcast, read our latest Millstone Evans Group blog post to learn more about Brad, including why he's so enthusiastic about financial planning and how he now leverages his years of experience working as an earth scientist in doing ESG research.