Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
How a Financial Advisor Created an Impact Portfolio
, 'Deb Wetherby and Justina Lai of Wetherby Asset Management. Deb Wetherby and Justina Lai of Wetherby Asset Management. Photo: Katie Thompson By Steve Garmhausen July 6, 2018 8:00 p.m. ET
Veteran financial advisor Deb Wetherby had done just about everything for her wealthy clients, from investing their money to helping them through divorces. '