FULL EPISODE + SHOW NOTES: www.sunnybranchwealth.com/blog/2025-market-recap

What does sustainable investing look like when you're still making money under capitalism?

In this episode, I sit down with Daniel McNabb, head of the Investment Team at Chicory Wealth, to dive into the uncomfortable reality of investing for good in public markets.

We’re pulling back the curtain on how ESG and Impact Investing can help make our world better, even if they’re not a perfect solution.

And while we don't directly address ICE in the episode, it's the topic hanging over both of our heads.

Do you want to own companies that directly support the atrocities of the current administration's immigration crackdown?

Plus, we cover how the Chicory portfolios at Sunnybranch work, the inevitable trade-offs of the stock market, and why voting proxies really matters.

We also get a little spicy with our 2026 stock market predictions.

Spoiler alert: we have different takes.

If you want to know a little about the stock market and a lot about how to do better with your money, this is the episode for you.

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