facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Insights & News

%POST_TITLE% 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
%POST_TITLE% 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
%POST_TITLE% 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
%POST_TITLE% 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
%POST_TITLE% Thumbnail

Capital Gains & Your Taxes: A Brief (But Important!) Guide

Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are calculated by subtracting the cost of the investment from the final selling price of said investment. This final amount is reported as capital gains. But, the final amount can be taxed at different rates depending on the investment type and total monetary gain.

Retirement Funding Insights
%POST_TITLE% Thumbnail

Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?

With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering - how will the Biden presidency affect me financially? Until Biden takes office and begins enacting changes, we won’t know for sure what to expect. But based on his official campaign platform, past interviews and projections, we can better prepare ourselves for the potential changes to come.