Wealth Management In A Nutshell
Wealth management is an advisory service focused on taking a holistic look at a client’s financial situation and devising strategies to help them meet their financial goals. A wealth manager will gather as much information as they can about the client’s wants and current financial situation to devise a personalized strategy that makes use of […]
Longevity Risk: The What and Why
[vc_column_text] When it comes to retirement planning, one of the biggest risks facing retirees is outliving their savings. This is what is known as longevity risk. Thanks to many factors, including advancements in medicine, healthcare, healthy living practices, and hygiene (to name a few), people are living a lot longer. In fact, over the last […]
