Filtering by Category: Retirement

3d Quarter of 2018 Commentary from the Chief Investment Officer

The 3d Quarter of 2018 was a dream ride for the United States stock market, with the S&P 500 gliding smoothly up 7.7% with hardly any hint of the volatility that marked the first two quarters of this year.

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Trusts... So Confusing! Not Really... Here's a Primer.

Many of us may perceive trusts as a complex subject better left to our attorney. However, a trust is simply a contract initiated by a grantor who agrees to transfer assets to a beneficiary, who then receives the assets as stipulated in the trust contract.

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PLEASE SEE IMPORTANT DISCLOSURE INFORMATION
at https://www.wealthguards.com/disclosure