ESGPlayers Podcast with Jonathan Kvasnik Back Room Stewdios

https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing

Listen to the full episode, as Jon and Gabe discuss:


Prospecting new clients using a small jar of homemade honey
Building better conversations around ESG investing by talking about client’s gardens and how they’re looking for new steps to engage with bettering the world
Using ESG data to find investment opportunities without the need to compromise on returns
Understanding client preferences and thresholds for company actions and how to utilize tools to build the right portfolio for them

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About YourStake Your Story:

YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.

Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.



https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing

Jonathan Kvasnik of Bank Cherokee's Investment Services, joins Rena Sarigianopoulos on the Chad Hartman Show. 

With housing interest rates climbing, is buying still a better than renting?  Feeling nervous as rates and prices continue to go up?  Jon gives his advice on some different options!

Jun 2, 2022

Flash-webinar: Stay The Course


Jonathan B Kvasnik, ChFC presents: Stay the Course,
a flash webinar with guest Joel Isenberger.

Stay the Course:
EVEN AS BOND MARKETS CHANGE, THE REASONS TO INVEST REMAIN CONSTANT
Jon presents four reasons why bonds may be a valuable part of a diversified portfolio across interest rate environments.


Lower volatility helps preserve capital
Rising rates build income
Cash “safety” comes at a price
Rising rates don’t impact all bonds the same

Joel concludes the webinar with a look at how rising rates affect the commercial loan market.

Questions? Contact Krista Klindworth: kklindworth@securitesamerica.com

Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Securities America is separate from any other named entities.
-Not FDIC Insured -No Bank Guarantees -May Lose Value -Not Insured By Any Government Agency -Not Bank Deposits Securities America and its representatives do not provide tax advice. Please coordinate with your tax advisor regarding your specific situation.

Joel Isenberger is not affiliated with Securities America, Inc. In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. Bonds are also subject to other types of risks such as call, credit, liquidity, interest rate, and general market risks.

Jonathan B. Kvasnik, ChFC Presents a Webinar
Tax strategies for the current financial landscape.
Maximizing planning opportunities for the current tax landscape.

Understanding the current landscape
Planning considerations and strategies

https://bankcherokee.com/events/webinar-tax-strategies-for-the-current-financial-landscape-2/

Listen in on another educational WCCO radio episode with Jonathan Kvasnik, ChFc. This week, John Hines hosts the WCCO morning show and chats with Jonathan. They dig deep in conversation about "cash stuffing", rising interest rates, and the post covid rise of credit card debt.

Join Jonathan Kvasnik, ChFC as he presents: Life’s Big Moments…are you prepared? Financial confidence means being prepared for dreams and detours alike.