Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....
Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....
Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....
Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....
When someone you love names you as the executor of their estate, it can feel like an act of trust....
Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....
Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....
For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....
Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....
Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....
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Retirement
This Retirement calculator will allow you to input assumptions to generate a retirement illustration and a tool for estimating income in retirement. This self-input calculator tool will provide a good high level summary while we would develop a more comprehensive tax optimized plan for our clients using our access to a more detailed and sophisticated planning software when we meet. Enjoy! https://www.bmo.com/financial-calculators/retirement-savings/
To Preserve & Protect Your Legacy
Managing the Health of Your Wealth by Building Smarter Portfolios
We believe the greatest opportunity for clients to achieve their investment objectives and to realize optimal risk-adjusted returns is by using a well-constructed portfolio combining active, passive and alternative strategies allocated to meet their unique needs. Given all of these factors, we believe portfolio construction efforts should focus on seeking a balance between growth potential and downside protection. This means being sensitive to stock valuations, ensuring wide-ranging diversification and focusing on income.
In its broadest sense, diversification means exposure to a variety of asset classes that have historically had lower correlations to each other. For many investors, this could mean adding real estate, international exposure and alternative strategies (such as long-short, absolute return, and market neutral mandates) to their portfolios. Our Portfolio construct provides adequate and prudent diversification to global equity markets and fixed income, while incorporating an allocation to Absolute Return managers. Please contact us to learn more about our portfolio construct and historical performance.
Why Choose a CFA?
With markets at all-time highs, volatility at multi-year lows, high equity market valuations and general political and economic uncertainty, investors have a desire to protect capital and earn a competitive return. Absolute Return Strategies are often utilized by High Net Worth families to Enhance Returns & Add Downside Protection to complement Traditional Portfolio Asset Exposures. Click here to discover the Power & Benefits of Adding Alternatives to your Portfolio!