For a long time wealth management services have been used mainly by high net worth individuals. The trend we are seeing more and more is: 1) younger people are engaging in financial planning, and 2) all clients, regardless of their net worth, are more interested in financial planning and wealth management as they near retirement. A clear trend is…
Making sure our clients are aware of and comfortable with all relevant factors involved with the investment management of their assets on an ongoing basis is important to us. These market commentaries are part of our effort to ensure we accomplish that objective. If you read something you’d like to know more about or discuss further, please contact us.
Best of Bridges
Not sure where to start? Here are a few of our favorite market commentaries. Read them to gain a sense of what matters to us when it comes to managing your investments.