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Advisor Insights

The Value of Nonmonetary Returns

What coronavirus has taught us about how advisors can incorporate considerations of well-being into goals.

Year two of the coronavirus pandemic brought with it a massive re-examination of personal priorities. The Great Resignation, more people moving from cities to suburbs and smaller towns, and the dramatic increase in funds directed toward sustainable investment strategies are just three examples of how people seem to be changing how they value trade-offs in their work, home, and financial lives.