In this episode, we hear Jodi’s story. Jodi started her career in finance and developed a love of travel. She also had a passion for gender-lens investing and nonprofits that served young women. As she progressed in her career, Jodi faced a crossroads in her life. How would she find a path that fit her values?
The company that Jodi founded is Connecting Growth Globally. ( CGG connects people to meaningful travel experiences in Africa, Central America, Southeast Asia, the US, and other locations.
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Important Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.
These testimonials, statements, and opinions are given by the individual(s) based solely on the person’s experience with Schwab Charitable Fund, not with any services offered by a third party, and may not be representative of the experiences of other advisors or clients. The testimonials are voluntarily provided and no compensation, free products or services, or any benefits were given in exchange for the testimonials. They are not indicative of future programs, services, performance, or success. Some statements have been edited.
Market fluctuations may cause the value of investment fund shares held in a donor-advised account to be worth more or less than the value of the original contribution to the funds.
Jodi is a client of both Schwab and Schwab Charitable and was not compensated by Schwab for their comments. The experience described may not be the experience of all clients and is no guarantee of future performance or success.
Investing involves risks, including loss of principal.
International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk.
Connecting Growth Globally is not affiliated with Schwab.
All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.
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