Category: 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 at $22 a share, cordless phones had barely been invented and fax machines were standard office equipment. Investing in a California company that made something called a “personal computer” was a gamble.  Yet investors who are early adopters of the latest gadgets often relish this opportunity when building a portfolio. Known as Viewpoints investors, they embrace the chance to help change the world by furthering new technologies such as green [...]

Categories: Investors, Space, Tech, Viewpoints|

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 are looking to extending the trend of personalization to their portfolios. For many, this means making sure their investments and values are aligned. A staunch environmentalist may buy shares of an electric carmaker, for example, while someone passionate about gender equality may divest from a company with an all-male board. Still, some investors may be reluctant to tell their advisors about one very personal area of interest: their religion. While [...]

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

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|

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