Welcome to the Positivly blog.
Learn about the power of understanding each person’s financial personality for financial advisors and individual investors.
Investing in Tech: A Primer
Investing in the latest technology can bear fruit – but brings risk. Ever wish you’d bought Apple stock in 1980? When the tech giant went public [...]
A Conversation with Emles: Understanding the Potential of U.S. Domestic Manufacturing
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes [...]
A Conversation with abrdn: Industrial Metals and the Global Energy Transition
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes [...]
A Conversation with Swan Global Investments: What Investors Should Know About Hedged Equity
With the myriad of different products and strategies related to investing, there’s plenty that investors may not be aware of. One example would be hedged equity. [...]
A Conversation with Breakwave Advisors and Sea/Switch Partners: Maritime Decarbonization
As more people take the Positivly Financial Personality Assessment, it has become clear that a significant number of investors are passionate about ESG and putting their [...]
Where Faith Meets Finance: Biblically Responsible Investing
Religious beliefs often guide charitable giving. But they can also guide investment choices. In today’s world of bespoke clothing and customized coffee, more and more investors [...]
A Conversation with Change Finance: The First-Ever Certified Carbon Neutral Fund
As more people take the Positivly Financial Personality Assessment, it becomes clear that a significant number of investors care about ESG and putting their money where [...]
Harnessing the Power of Intrinsic Motivation for HNW Clients
Joining a co-ed soccer league. Learning to say beautiful words in Italian. Improving your woodworking skills. Starting a garage band with the neighbors. Re-reading all the [...]
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending variety [...]
5 Steps to Help You Find the Right Financial Advisor
Working with someone who matches your financial personality is key. Few partnerships may be more important in your life than the one you have with the [...]
5 Reasons Why Working with a Financial Advisor Pays Off
Investing on your own may not be the best option for critical life goals. Today, investing on your own is easier than ever. But is do-it-yourself [...]