Your Money Purpose

Jan Schalkwijk
  • 5.0 (1)
  • Investing

Jan Schalkwijk, CFA is the founder and lead portfolio manager of JPS Global Investments. Helping clients achieve the financial goals that underwrite their life goals is his life’s work. Meet our team at JPS.

Episodes

  1. 11/10/2022

    Shareholder Activism - How to Vote your Shares and Impact the Companies you Own

    We have a special guest on today's podcast! Leslie Samuelrich, President of Green Century Funds https://www.greencentury.com/, one of the first US mutual fund companies to offer fossil fuel free investing and a leader in shareholder activism. Today we will learn about some of the impacts that Green Century has had on corporate behavior of the companies it owns in its funds. Leslie will also discuss the nuts and bolts of filing resolutions, voting your shares, and what you can do as an individual investor to seek the change you wish to see in the world. A common myth of shareholder activism is that it is adversarial and contrary to the financial interests of the shareholder. This is far from the truth and in fact most interactions with management of the underlying companies are collaborative and mutually beneficial, achieving results without ever filing resolutions or seeking the compete for board seats. Learn of some real life stories and be inspired to vote your shares; its easier than you think! Listen to our other podcasts: https://jpsglobalinvest.com/

  2. 01/11/2022

    Common Myths of Green Investing

    We have a special guest on today's podcast! Tom Konrad, CFA is the editor of www.altenergystocks.com, independent research analyst to JPS Global Investments, and a long-time colleague in the green investing world. Today, we try to debunk some of the myths that cloud the green stock space, obstructing from investors' view the full scope of opportunities available.

    Common Myths of Green Investing

  3. 10/01/2021

    How To Hire a Financial Advisor

    Though there are many credentials in the financial services industry the fact of the matter is that one can be an advisor without much in the way of professional training. Join me, as I wade into the alphabet soup of credentials and things to know about my industry that will leave you more informed and hopefully more empowered to hire the right financial advisor. Contact us through our website jpsglobalinvest.com to learn more about our services.

    How To Hire a Financial Advisor

  4. 07/28/2021

    Retiring Abroad and Early

    Join us as we explore how to retire abroad and early to boot. A foreign retirement is often cheaper than the US version, so it can be actuated sooner than you might have thought. Learn about some of the key considerations that come in to play when you embark an on overseas retirement in this inaugural podcast of Your Money, Your Purpose. Contact us through our website jpsglobalinvest.com to learn how we can assist you with retiring abroad and early.

  • 4 Episodes

About

Jan Schalkwijk, CFA is the founder and lead portfolio manager of JPS Global Investments. Helping clients achieve the financial goals that underwrite their life goals is his life’s work. Meet our team at JPS.

Information

  • Creator
    Jan Schalkwijk
  • Years Active
    2021 - 2022
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © Jan Schalkwijk
  • Show Website
    Your Money Purpose