3 Ways Advisors Can Reset and Reinvigorate in the New Year
The Greatest Asset: Mastering Your Practice with Thomas Droge At TIFIN Wealth, our “why” is solving for any challenge advisors may experience in their practices and creating solutions to help you grow your business. In our The Greatest Asset series, TIFIN’s Chief Mindfulness Officer Thomas Droge shares how advisors can implement strategies to maximize their […]
5 Questions with Swan Global Investments: Is the End of the Bond Bull Market the Rise of Hedged Equity?
Consider a rock climber, seeking to consistently reach higher, but inserting pitons for safety into the rocks in case they suffer a misstep or a fall. Within investing, a hedged equity strategy may perform the same function – allowing investors to grow with the equity markets but may provide extra security when it’s needed. TIFIN […]
5 Questions with BrightPortfolios: Investing in Line with Christian Values
At TIFIN Grow, we believe that with investment personalization, it’s critical to help clients invest in what matters most to them. This should not end at clients’ religious beliefs. We sat down with BrightPortfolios, a firm that offers asset allocation portfolios and automated solutions to financial advisors, to learn more about solutions within this growing […]
A Conversation with Emles: Understanding the Potential of U.S. Domestic Manufacturing
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. The last few years, issues related to supply chain and domestic production have come into view front and center. We sat down with Emles, […]
A Conversation with abrdn: Industrial Metals and the Global Energy Transition
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. When looking to the future of energy, understanding the impact of industrial metals is key. We sat down with abrdn, creators of the abrdn […]
A Conversation with Breakwave Advisors and Sea/Switch Partners: Maritime Decarbonization
As more people take the TIFIN Personality Financial Personality Assessment, it has become clear that a significant number of investors are passionate about ESG and putting their money where their minds are through Purpose investing. We recently sat down with Breakwave Advisors and Sea/Switch, partners in the ETFMG Breakwave Sea Decarbonization Tech ETF (BSEA), to […]
Where Faith Meets Finance: Biblically Responsible Investing
Religious beliefs often guide charitable giving. But they can also guide investment choices. In today’s world of bespoke clothing and customized coffee, more and more investors are looking to extending the trend of personalization to their portfolios. For many, this means making sure their investments and values are aligned. A staunch environmentalist may buy shares […]
A Conversation with Change Finance: The First-Ever Certified Carbon Neutral Fund
As more people take the TIFIN Personality Financial Personality Assessment, it becomes clear that a significant number of investors care about ESG and putting their money where their minds are. We recently sat down with Change Finance, creators of the first ever Certified Carbon Neutral Fund (Change Finance US Large Cap Fossil Fuel Free ETF […]
Harnessing the Power of Intrinsic Motivation for HNW Clients
Joining a co-ed soccer league. Learning to say beautiful words in Italian. Improving your woodworking skills. Starting a garage band with the neighbors. Re-reading all the Harry Potter books in order. What do all of these things have in common? They’re fueled by intrinsic motivation. According to Healthline, intrinsic motivation is “the act of doing […]
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending variety of choices across stocks, bonds, and much more. But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing […]