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You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody? Thumbnail

You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?

Buying a home is one of the biggest financial decisions that you will make in adulthood and for many people, this may be seen as a part of the “American Dream.” While it can feel good to own something rather than rent, it’s not for everybody and can come with costs and limitations. If you’re having a hard time deciding which option is best for you, consider the pros and cons of owning a home versus renting.

Investment Insights
April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down? Thumbnail

April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals of financial literacy. Below we’ve identified five financial basics everyone should know. Understanding these important concepts can serve as a basis for your financial standings.

Investment Insights
You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take Thumbnail

You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take

When it comes to attracting top candidates and improving retention, offering certain advantages such as a 401(k) plan can be an effective move. But as a small business owner, you may have shied away from such benefits due to logistical and financial concerns. If you’re thinking about offering a plan for your employees, get started with these three steps.

Investment Retirement Funding Insights Naturopaths
If a College Student Receives an Inheritance, Will It Affect Their Financial Aid? Thumbnail

If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?

Each year, around 86 percent of college students obtain some form of financial aid.1 In order to receive financial aid from the government, all students must fill out the Free Application for Federal Student Aid, otherwise known as the FAFSA. The FAFSA determines the financial need of a student based on factors such as family income and the prior tax year’s income.

College Planning Investment Insights
A Shift in Government Could Mean Big News for Environmentally-Focused Investors. Here's What We Mean Thumbnail

A Shift in Government Could Mean Big News for Environmentally-Focused Investors. Here's What We Mean

While President Biden has a packed agenda between combatting COVID-19, a slow-started vaccine rollout and economic instability, he has promised that from day one, he will “use the full authority of the executive branch to make progress and significantly reduce emissions.”1 While on the campaign trail, now-President Joseph R. Biden, Jr. made it clear that climate change would be a major priority once he entered office. On Jan. 27, 2021, Biden began taking executive action to address climate change.

Investment Insights
The Behavior Gap Is Real, and It Can Be a Major Player in Your Investment Decisions. During Times of Market Volatility, Be Aware of These 4 Emotions Thumbnail

The Behavior Gap Is Real, and It Can Be a Major Player in Your Investment Decisions. During Times of Market Volatility, Be Aware of These 4 Emotions

“It turns out my job was not to find great investments, but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.”1 From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to the way our unexamined behaviors and emotions can be our detriment when it comes to living a happy and financially sound life. In many cases, we make poor financial decisions when experiencing panic or anxiety as a result of personal or widespread events. Over the course of last year, the Coronavirus is one such event that has affected nearly every industry and home as people and governments continue to take action to keep themselves and their community safe. The virus continues to evoke fear and panic as the number of affected individuals rises.

Investment Insights
Guess What? Your Enneagram Type Says This About Your Spending Habits Thumbnail

Guess What? Your Enneagram Type Says This About Your Spending Habits

Your view on money is shaped by many things - how frugal your parents were growing up, how your partner spends money today, your income level and your overall financial literacy. But one factor you may not have considered before? Your Enneagram type could explain a lot about your spending habits. Developed in the mid-twentieth century by Oscar Ichazo, the “Enneagram of Personality Traits” is considered to be “a modern synthesis of a number of ancient wisdom traditions.”

Investment Insights
4 Easy Tricks to Avoid Getting Emotional About Your Investments Thumbnail

4 Easy Tricks to Avoid Getting Emotional About Your Investments

Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news about a company you’ve invested in, your first instinct may likely be to sell your shares. Yes, their stock may drop in the following days or weeks, but when it comes to the stock market - it’s important to think long term. Selling your stock now based on an emotional response could mean you miss out on significant earnings years or decades later down the line. Before you risk that chance, we have four easy tricks you can use to help avoid investing with your emotions.

Investment Retirement Funding Insights
For Better or For Worse, COVID-19 Has Upended the Healthcare Industry. What Changes Could We Be Seeing in 2021? Thumbnail

For Better or For Worse, COVID-19 Has Upended the Healthcare Industry. What Changes Could We Be Seeing in 2021?

Virtually all industries have been forced to adapt to protocols determined in response to COVID-19 - but it’s safe to say none has likely been more strained and more quickly revolutionized than the healthcare industry. Naturopathic doctors have altered the way they interact with patients and manage their practice. Even once the pandemic is over, everlasting changes in the United States healthcare system may likely remain. Here’s what we could expect to see changing in the healthcare industry in 2021 and beyond.

Insights Naturopaths