What Investors Need to Know about ESG
You’ve heard about ESG, but you’re not sure how to align your beliefs with your investments. Investors with a leaning toward purpose as a motivator aim to find a deeper sense of meaning in where they put their money, and ESG funds may be a great way to express a purpose-based financial personality. In this […]
What, really, is ethical investing?
As an investor, you have the power to ensure that your investments align with your beliefs and principles. Returns, while critical, are often not the only priority many investors have today. Increasingly, people who are purpose and viewpoint-driven are also focused on ethical investing and finding opportunities to do so without having to sacrifice returns. […]
Retirement Income Planning: Develop a Plan in Four Easy Steps
You may think you’re prepared for retirement by having a retirement savings account, but have you developed a retirement income plan? Here’s what you need to know to ensure a comfortable retirement. Much has been written about how to save for retirement. It’s harder to find information on what to do when you’re ready to […]
How Positive Psychology Is Moving From The Fitness Industry To Financial Services
What can the financial services industry learn about loyalty and engagement from the world of fitness? More than you might expect. The fitness industry, specifically brands like Peloton and Noom, have embraced the principles of positive psychology to change the way people approach working out and weight loss. Instead of considering fitness a means to […]
Why Every Investor Should Know Their Financial Personality
Individual investing can be an intimidating process, with volumes of contradictory advice competing for your attention. At the same time, there are so many variables for each investor to consider — their time horizon, their long-term goals, their risk tolerance and more. This can create a situation where, paralyzed by data, an investor builds a […]
Using Financial Personality to Guide the Advisor-Client Relationship
All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person you are advising. The guidance you lend to your clients may change what is financially possible for them years down the road — from what house they can afford, to […]