Investors are Asking – a Chat with Chief Investment Officer David Rappaport

Listen Here -- Maximize Your Return on Life Podcast -- Investors are Asking – a Chat with Chief Investment Officer David Rappaport

Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.

In this episode, Shari talks with David Rappaport, CFP®, Co-Founder and Chief Investment Officer of Rappaport Reiches Capital Management. They discuss RRCM's investment approach and Dave's thoughts on current markets.

Shari Greco Reiches

Shari Greco Reiches is Regional Director and Partner at EP Wealth Advisors. In 2005, Shari co-founded Rappaport Reiches Capital Management. She is the architect of the firm's Investing In Your Values solution, which aligns clients' financial planning with their core values. She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most and enjoys mentoring women in the wealth management profession. Please connect with Shari. She loves to talk about investing, financial planning, and Barry Manilow.

The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.