The Greenard Index

There are numerous factors to consider when determining the appropriate amount to have set aside in cash. These factors include investment objectives, risk tolerance, time horizon, current market conditions, cash flow requirements, etc.

Whatever the reason for changing your financial institution, it is important that you understand the process and the steps.

There are basically two main changes in the new regulations: regular statements will have to include fund expense ratios, and end-of-year statements will have to include the dollar amount of the total fee charged by the fund company.

Specialists can advise on business and wealth transition issues, discuss tax and other financial considerations, and where relevant, explore and suggest family governance strategies to help prepare the next generation to carry on your legacy.

Planning isn’t a static one-size-fits-all process — it is far more dynamic. In fact, a Total Wealth Plan is an ongoing conversation that evolves throughout our clients’ lives.