Smith Falconer Financial Group
We recently engaged clients in conversation with Dr. Tom Deans, The New York Times and Globe and Mail best-selling author of three books on family wealth transfers.
August eUpdate
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.
