Financial fraud is a serious issue that has unfortunately cost many investors their hard-earned savings. From Ponzi schemes to fake investment opportunities, these scams lure investors in with promises of high returns and low risk.
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.
You’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment – in today’s podcast we discuss Bill Perkins’ book around this concept.
2022 highlighted the performance benefits of portfolio diversification. Having a clear investment philosophy, not only produced superior results, but also helped provide transparency, clarity and peace of mind for our clients.
Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.