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Get back to work: Three-minute macro

We question whether the bullish consensus view on services is correctly pricing in working professionals’ increasing return to the office. Meanwhile, the rise of electric vehicles may mean copper’s usefulness as an economic indicator could wane in the future. Finally, we’re cautious on President Biden’s infrastructure deal’s potential contribution to the U.S. economy.
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Understanding trusts

Learn trust basics: Formal vs. informal, attribution rules, end of the preferred beneficiary election, contracts held 'in trust'. Sample forms included.
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Sound financial advice makes all the difference, that’s why we strive to provide more than just investment results for clients. We also believe in providing hands-on expertise to go beyond – helping advisors help their clients build and protect their wealth for generations.

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