Smith Falconer Financial Group
Our thesis is that a benchmark’s performance isn’t what a typical investor is trying to achieve. The risk is simply too high.
One way individuals may provide structure and intention to charitable giving, is through establishing a Donor Advised Fund (DAF).
July eUpdate
This week, we wanted to take time to further explain the three types of fees that are important to our clients: advisory fees, MERs, and bundled fees in separately managed accounts.
June 2024 eUpdate
The beneficiary or beneficiaries of your assets, are the individuals, trusts, corporations or charitable organizations to whom you choose to leave your property, after your death.
