Aligning Your Financial Plan with Your Values
Posted by Andrew_Smith on Wednesday 3rd of February 2021
Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. These investing, spending, and giving strategies could help you grow your nest egg while also putting your values in action.
1. ESG investing
These investment funds contain companies that make positive Environmental, Social, and Governance impacts while also creating sustainable returns on investment. Some investors also use ESG as a strategy to invest a portion of their portfolios in specific companies that the...
Plan for what is difficult while it is easy – Sun Tzu
Posted by Andrew_Smith on Tuesday 19th of January 2021
We all know we need to save for retirement, don’t we? But we also know it’s not always that easy to find the spare cash required to do so, especially amid a global pandemic.
Research studies, though, typically show that many retirees wish they’d saved on a more consistent basis and managed to accumulate a larger nest egg. Mike is one of those people who entered retirement harbouring financial regrets.
Plan? What plan…?
Last January, after working for over 45 years, Mike decided it was finally time to retire. But he soon hit a snag; Mike s...
Omnis Investments 2021 Investment Outlook
Posted by Andrew_Smith on Tuesday 19th of January 2021
Are your kids worried about money?
Posted by Andrew_Smith on Tuesday 12th of January 2021
Has the pandemic caused you to worry more than usual about your finances? Well, you’re not alone…
With 47% of respondents to a global survey stating they are less well-off now compared to before the pandemic and 24% worried about job security, it’s clear that the virus is continuing to wreak havoc on our financial – and mental health.
The kids are… not alright
And it’s not just adults who are feeling the pressure – our kids are picking up on it too. According to a monthly study of children’s mental health symptoms during the pandemic, child...