wealth management

What are the benefits of having an estate plan?

What are the benefits of having an estate plan?

We’re usually so caught up in our everyday lives that we often forget what’s important. We’re chasing so hard after that job promotion, new car, bigger house, etc. that we forget it could all end in a moment.  And if we haven’t taken the time to prepare for that...

Asset management companies

Asset management companies

What is an asset management firm? An asset management company/firm, also known as an investment management company/firm, is a company that invests a pool of investors’ funds into investment vehicles, most commonly company stocks, bonds, and other types of securities. ...

Do we need Life Insurance?

Do we need Life Insurance?

The peace of mind dilemma  At some point in our lives, many of us are full of enthusiasm about buying a nice home for our families, ensuring a good quality of life for our loved ones, and providing a good education for our children.  These are all great intentions,...