When it comes to your finances, clarity is key. One common area of confusion for individuals and families building wealth is understanding the difference between wealth management and investment management. Although closely related, these two services serve distinctly...
When it comes to evaluating the performance of your investments, two key metrics often arise: Compound Annual Growth Rate (CAGR) and Arithmetic Average Return (AAR). While both measure the growth of your investments over a specific period, they do so in different...
Reading Time: 3 minutes The process of transferring wealth from one generation to another is a delicate and impactful decision, and there are several strategies that you can pick from to do so. Research shows that 70% of family wealth is lost by the second generation,...
Reading Time: 4 minutes Monthly Market Summary The S&P 500 Index returned +6.3% in January, underperforming the Russell 2000 Index’s +9.8% return. 2022’s underperforming sectors were the top performers in January, while defensive sectors posted negative returns....
Reading Time: 7 minutes Recapping A Challenging 2022 Markets faced several challenges in 2022, including high inflation, historic central bank policy, the war in Ukraine, and Covid lockdowns in China. Inflation was a significant factor in the markets throughout the...
Reading Time: 2 minutes Monthly Market Summary The S&P 500 Index returned +5.6% during November, outperforming the Russell 2000 Index’s +2.2% return. Cyclical sectors outperformed during November, with Materials (+11.7%) and Industrials (+7.8%) as the top two...
