As financial advisors and stewards of client wealth, we have the serious responsibility to allocate and manage client portfolios to meet needs and goals. The global capital markets are vast and so we have a plethora of asset classes and investment vehicles from which to choose.
Charitable giving and family legacy are becoming a more prevalent conversation with clients young and old. This month we connected with a philanthropic consultant, Kit Brunner, with Queen City Impact to unpack how to begin thinking about money differently.
Join us for our virtual annual investment forum where we bring industry leaders directly to clients to dive deeper into key themes driving the markets and economy. Our goal is to provide diverse perspectives and insights that are not on TV or social media.
Like anything financial planning related, there’s a simple answer, but many potential considerations to keep our heads on a swivel. Let’s start with some simple facts and we’ll build on more complex matters and end with our BIG IDEAS: