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Our Insights

Why Fees Matter So Much Thumbnail

Why Fees Matter So Much

Half a percent per year…one percent per year… investment advisory fees such as these may seem small but they are significant factors in investors’ long term returns.

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A Guide to Investing in Gold Thumbnail

A Guide to Investing in Gold

Many advisors and pundits suggest that you allocate a certain percentage of your assets to gold. We agree but with one key nuance—understanding the difference between physical gold bullion and financial gold.

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