The once vanilla market for passive investments has become more akin to a supermarket, with options tailored to every possible taste. Nathan and Steve discuss some of the more exotic and creative specialty funds available today, with focuses such as employee satisfaction, particular religious beliefs, gender diversity, obesity, and more. Also, on our MoneyTalk Moment in Financial History we cover the history of tariffs and income tax in the US.
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 7/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!