Personal Portfolios: The What and Why of Positive Psychology
Much of investing has historically been driven by what people do not want to invest in.
Insights
Investing
Personal Index Portfolios, direct indexing, asset allocation, risk, and values-based (ESG and faith-based) investing. Index funds are simple and cheap; owning the individual stocks adds tax control and customization at the cost of more moving parts. These posts explain when each approach fits.
Personal Index Portfolios: Of Sin Stocks and Cannabis
As more states legalize marijuana, it is important to be aware of the impact.
The Rebalancing Bonus: Understanding Its Importance for Your Investment Portfolio
The rebalancing bonus is the potential gain from periodically restoring your target asset mix. Why it exists, how large it can be, and how to capture it tax-efficiently.
Direct Indexing and other Popular Equity Investment Styles
How direct indexing compares with index ETFs, mutual funds, and active management on tax efficiency, personalization, and cost.
Aligning Your Investments with Your Values
For years, values and investing were viewed as separate disciplines. Not anymore.
Rethinking What ESG Investing Means
ESG investing is often misunderstood. What environmental, social, and governance screens actually do, and how personal index portfolios apply them.
4 Strategies for Reducing Risk in Your Investment Portfolio
Four practical ways to reduce risk in an investment portfolio: diversification, rebalancing, asset allocation that matches your timeline, and tax-aware positioning.
The Four Pillars of ESG Investing
The four pillars of ESG investing and how shifting consumer attitudes, geopolitical volatility, and climate pressure are changing how investors screen companies.
Personal Index Portfolios: Faith-Based Investing
Faith-based investing – intentionally avoiding stocks of companies whose products, services, or values do not align with your own.
What Does Your Personality Type Say About Your Investing Habits?
How personality type shapes investing behavior, and a free personal financial assessment (similar to Enneagram or MBTI) to learn your own tendencies.
Talk with a CFA and a CPA/PFS, CFP® about your situation
A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.