Category: Space

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|

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 to first be assured that these gyrations can be normal or even healthy in an economic recovery, particularly the brief one we have seen in response to Covid. The long-drawn-out recovery of 2008 had less volatility because policymakers reacted slowly. The fast reaction by the [...]

Categories: Advisors, Investing, Personality, Purpose, Space|

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, marriage, and new families. They also want to work with advisors in similar age demographics or that can at least demonstrate they understand millennials. Gen X and Y also are the internet generations so they want to interact and interface that way. Tactics that target [...]

Categories: Advisors, Investing, Personality, Purpose, Space|

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. However, building that trust can be difficult, but financially tumultuous times present an opportunity to grow that trust. Advisors should reiterate their understanding of their client's goals when uncertainty is at play, such as reiterating security for older investors or calming younger clients through their [...]

Categories: Advisors, Investing, Personality, Purpose, Space|

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, which is a 95% increase in the last year. While its mainly private investment looking to the newer companies like SpaceX and OneWeb, SPACs are allowing the public to invest. SPACs have already pledged $7 billion to the sector. From reusable trackers to cheaper satellites, [...]

Categories: Advisors, Investing, Personality, Purpose, Space|

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