Are Trendy Investments a Bad Idea?

Are Trendy Investments a Bad Idea?

By: The Zoe Team

Once upon a time, only a select few had the privilege of accessing most of the investments we have today. Until the 2000s, the?Main Street investor?had to work exclusively with a?broker or advisor?to buy their everyday?blue-chip stocks. With the evolution of technology and the internet, investors can now open accounts, fund them, and trade within the hour, from the convenience of their phones.??

5 Tips to Help You Avoid Falling For Investment Trends:

1. Invest in what you understand.
2. Invest in something meaningful.
3. Invest in line with your risk appetite.
4. Invest in line with your financial plan.
5. Invest in the boring.

Read: Avoid Falling for Trendy Investments

6 Career Management Tips For Working Women

By: Lauren C. Lambert, CFA

How do you define success? Some strive for wealth, others work to maximize their impact, and some may have a happiness metric. For many, your career choice and path will shape a great deal of your life, and it can be the driver of success, no matter how you've defined it.??

As a?wealth manager?myself, I'll focus on earnings power as the success yardstick. From my own experiences and my clients', I have observed that unless you have your own business or professional practice, you're probably in an organization where taking on more responsibility or generating more revenue is critical to building your earnings power.?

Focus on what you can control.

Here are 6 tips for working women:

1. Build confidence by finding allies.
2. Reframe being "the first" or "the only”.
3. Stand up for yourself.
4. Promotion potential.
5. Focus on your “big-picture” money.
6. Lean into math.

Read: Career Management Tips from a Financial Advisor

What Active Investing Should Really Mean For Your Portfolio

By: The Zoe Team

61% of Americans?invest in order to achieve their goals. Be it retirement, travel, starting a business, supporting others, or simply earning higher returns – the ultimate goal of investing is to make more money or preserve the value of your money. Nevertheless, achieving that goal is where it gets tricky.?

Active and passive investing are two very different investment strategies. Due to their unique goals and outcomes, it’s important to understand which one fits your unique needs and makes your money work in the markets.

Selecting the right asset allocation can have a huge impact on your financial goals' progress. An active framework can provide great value to your investment strategy.?

Building wealth while navigating through life's challenges is a marathon, not a sprint. If you manage to build a consistent process that you can follow and keep up with, you will be able to drive more outcomes.?

Read: 6 Ways the “Active Framework” Can Provide Value

???What's Going on in the Markets?

Featuring Zoe's Founder & CEO,?Andres Garcia-Amaya, CFA.