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Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

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Factor Investing Grows in Popularity: Is It Right For You?

November 14, 2022

A recent study completed by Invesco found that adopting factors in diverse and resilient portfolios is more popular among investors.  In the past year, 41% of survey respondents have increased their allocations with factor investing over the past year.

Many respondents believe that factor investing could deliver better results, especially in light of some of the biggest challenges in the market right now, inflation and stalled economic growth. As of now, however, mixed results were reported by factor investors who had gone that route in the past year. A total of 36% of respondents said factors underperformed, but 41% said they overperformed expectations, and the rest of people said factors did not make a difference in their outcomes.

Furthermore, those who are interested in fixed-income assets believe that factors will get better outcomes. Factor investing focuses on attributes that can get better returns overall. Both macroeconomic factors and style factors may influence the results achieved. While macro factors look at big picture risks across multiple asset classes whereas style factors get into returns and risks within asset classes.

Are you curious about how best to optimize your investment strategy not just for results, but to make investments in companies with missions and causes you support? You may be interested in discussing ESG investing options with our financial planning team. We can work with you to help cover all of your needs in financial planning, strategy, and investing so that you are covering your financial needs well into the future. Whether you’re an experienced investor or just getting started, we’ll help guide you to your next steps.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more