Archive for the
‘Investing Insight’ Category

In light of recent social and environmental movements that have occurred since the start of 2020, ESG investing has seen an exponential increase in popularity. More and more people are fighting for causes like climate change, social justice, and equal pay as shortcomings and unjust practices of many companies and systems are coming to light. [...]
Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact investments account for $502 billion of managed investments worldwide, with 58% held in North America. 1 What are Impact Investments? Impact investments [...]
The 4 Routes of Money When it comes to managing money, one generally has four options: save, spend, donate, or invest. These may not seem like a lot of options; however, a majority of people are only spending their money or have no idea how to start implementing the other three choices. People are not [...]
You might be surprised to learn that 65-75 percent of the world’s cryptocurrency ‘mining’ (having computers solve complex but meaningless algorithms to be rewarded with a coin) takes place in China.  As Bitcoin and other crypto values have soared, so too have the number of would-be ‘miners,’ so many that their furiously active processing engines [...]
One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment Returns. The table is constructed in various ways—either with annual returns, or monthly returns—but the result for those shorter time periods is always the same and vividly illustrated. As you can see from [...]

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