Category: Investing

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 of choices across stocks, bonds, and much more.  But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing allows people to put their money into themes that align with their passions and beliefs, while also providing greater diversification than investing in single company stocks. While a typical investment may involve looking at specific firms or industries to invest in [...]

Categories: ESG, Investing, Investors, Personality, Purpose, Risk, Viewpoints|

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 advisor who helps determine your financial future and plan for retirement. And like any relationship, it’s important to set your standards when finding a compatible partner. Looking for a long-term relationship? Here are five simple steps you can take to make sure you find “the one.” You don’t have to go about it alone.  Much as you would with contractors doing work on your home, referrals can make a big [...]

Categories: Investing, Investors, Personality, Purpose, Retirement, Security|

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 the best approach for you? Before you embark on this journey solo, consider the key benefits that can be gained from working with a professional advisor. Benefit from their expertise and time Even if you devour the latest in financial news and your TV is constantly tuned to the financial networks, it’s hard to compete with the professionals when it comes to access and depth of information, and the time [...]

Categories: Investing, Investors, Personality, Purpose, Retirement, Security|

3 Things You Should Know about the FIRE Movement

You’ve likely heard of it, but may be asking yourself what FIRE actually is, and if it makes sense within your financial future. As the Millennial and Gen Z generations continue to shift their perspectives on work and happiness, the Financial Independence, Retire Early (FIRE) movement has… well… been spreading like wildfire. Here are 3 things you should know before you consider a FIRE approach to your retirement.  FIRE means saving aggressively.  The lure of retiring when you’re young and spending the greater part of your life exploring the world or pursuing your hobbies may be [...]

Categories: Investing, Investors, Personality, Purpose, Retirement, Security|

Impact Investing: Target Your Environmental and Social Goals Through Your Investments

Investors can use their money to try to make a difference on causes that are important to them. People are increasingly recognizing they can use their savings and investments to do good in the world. They have embraced ethical investing and are letting their morals and principles guide their decisions about where to put their money. Impact investing is a way to refine your ethical investing approach. You can invest in companies that are making a positive impact on an environmental or a social issue, like supporting clean energy or reducing wealth inequality around the globe. What [...]

Categories: ESG, Investing, Investors, Personality, Purpose|

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 post, we share what ESG means, and what investors should consider when approaching this investment strategy.  To break it down, ESG funds focus on companies that have strong environmental, social and governance practices. Today, you can invest in actively managed mutual [...]

Categories: ESG, Investing, Investors, Personality, Purpose|

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