Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.
We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.
ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.
Within financial markets, gold may be the most misunderstood asset in the world. To paraphrase famed investor Jeremy Grantham, it’s fair to say that gold is a “faith-based” metal.
Because gold is somewhat complex in terms of what drives its value, I’ll share some insight and perspective on this precious metal to better understand its role globally and in today’s financial markets.