In this episode of the Better Together Arizona podcast, ONE Community President and Co-Founder, Angela Hughey is joined by highly experienced financial planner, Catherine Scrivano. 

In an era marked by "financial uncertainty for most American households" and a "sweeping anti-DEI push", this conversation couldn't be more timely. Angela and Catherine discuss the current landscape and offer advice for families navigating the complexities of finance to pursue their dreams.

Key Takeaways: 

Learning from the past: Current financial uncertainty is not unprecedented; looking back at past economic downturns (1990s, 2008, COVID-19) provides valuable lessons and context.

Navigating Chaos: In times of "chaos" and "falsehoods," it's crucial to identify and focus on genuine information that requires action, rather than being paralyzed by distractions or noise.

Understanding Behavioral Finance: Emotional reactions significantly influence financial decisions. Having awareness of your own "tolerance for volatility" and how emotions impact investing is vital.

The Power of Values-Aligned Investing: Consumers are increasingly "voting with their wallets," leading to a rise in demand for "values-based investing." For businesses, aligning with core values and remaining steadfast, even in challenging times, is crucial for long-term sustainability.

Know What You Own: For those with investments in mutual funds, it's essential to understand the underlying holdings to ensure they align with personal goals, time horizon, and value screens, avoiding unintentional "overlap."

With over 30 years of industry experience, Catherine is renowned for helping diverse clientele–from small businesses to families and individuals.