Explore our new 2020 Positivly Profile: "A study to what drives the American investor"Learn more

Helping Clients Understand Volatility

A little under a month ago the VIX spiked dramatically due to bitcoin reverberations in tech markets and macro inflation trends, and it's trending upward again. Many investors get wary and want to pull out of the market in these times, but guiding them through them is critical to a personal connection. Clients need [...]

By |2021-06-08T20:14:05+00:00June 8th, 2021|Advisors, Investing, Personality, Purpose, Space|0 Comments

How to Build a Relationship With the Next Generation of Clients

The next generation of investors want diversity and green investments, but how do they want that delivered? Advisors need to understand what young investors' goals aren’t: retirement, tax, estate planning, etc. And what they are: college loan repayment, travel, and lifestyle design. They need advice centered around big financial decisions as well, such as homes, [...]

By |2021-06-08T19:30:52+00:00June 8th, 2021|Advisors, Investing, Personality, Purpose, Space|0 Comments

Trust is Still the Catalyst for Client Connection

A new generation of clients always brings a new set of needs to the table, and as much as technical features and analytics are important; trust is the key to client retention and growth. A study by Vanguard found that 94% of clients were likely to make a referral if they highly trusted their advisors. [...]

By |2021-06-08T19:24:58+00:00June 8th, 2021|Advisors, Investing, Personality, Purpose, Space|0 Comments

Investors Seek Stars, Literally

Investor funding for space exploration is hitting the upper atmosphere. Space used to be reserved for large spending packages by the world's biggest governments, but Elon Musk’s SpaceX has slashed rocket costs and investors realize that space is part of their future portfolio. In the last year venture capital has increased to $8.7 billion, [...]

By |2021-06-01T16:09:59+00:00June 1st, 2021|Advisors, Investing, Personality, Purpose, Space|0 Comments

Clients Want Results, Not Just a Diversity Pledge

One of the key ways many investors are directing change with their financial decisions is through diversity, equity, and inclusion (DEI). Over 80% of shareholders recently backed diversity proposals in five major companies from DuPont to First Solar Inc. Previously, investor’s DEI was centered around gender equity, but in the aftermath of George Floyd’s [...]

By |2021-06-01T16:10:44+00:00June 1st, 2021|Advisors, Investing, Personality, Purpose|0 Comments

Millennials Shaped ESG into the Invest Meant for all Generations

  Millennials have had their investing horizons shaken up by a financial crisis, climate change fears, and now a global pandemic, it only makes sense that their generation would help shape socially responsible investing. A recent study found that nearly two-thirds of millennials are highly interested in sustainable investing; another found nine out of [...]

By |2021-06-01T16:06:46+00:00June 1st, 2021|Advisors, ESG, Investing, Personality, Purpose|0 Comments