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One Family's Road To Philanthropy Thumbnail

One Family's Road To Philanthropy

We recently hosted a webinar where Bob Len and his guest Dr. Vinay Bhargava discussed how Vinay navigated his philanthropic journey, including perspectives on matching one's passion and value with an organization and the joy of making a real difference. You can watch the recording here in case you missed it!

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What are the benefits to charitable giving? Thumbnail

What are the benefits to charitable giving?

I think many would agree that 2022 has been a rollercoaster. With the war in Ukraine, devastating natural disasters, persisting inflation, and volatility in the financial markets, the headlines we see every day are often difficult to absorb.

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Looking at Alternatives When Traditional Diversification Struggles Thumbnail

Looking at Alternatives When Traditional Diversification Struggles

While the traditional 60% stocks and 40% bonds portfolio (60/40) has historically been used as the primary example of a core diversified portfolio delivering attractive risk-adjusted returns, it has struggled year-to-date. The illustration below from BlackRock plots various annual stock and bond returns showing only four times when both stocks and bonds were down simultaneously, including this year.

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Your Real Estate Questions, Answered Thumbnail

Your Real Estate Questions, Answered

Where is the real estate market heading? We at WGCA recently hosted a webinar with members of the Erich Cabe team at Compass, addressing essential questions that buyers, sellers, and real estate investors are asking about the current and future state of the housing market. You can watch the recording here in case you missed!

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Market Commentary  August 2022 Thumbnail

Market Commentary August 2022

What Should I Do Now? Many wealth management professionals tend to get this question from clients. While this question is quite common among the average market participant, we view it as somewhat superficial. It is more appropriate to understand your goals and risk tolerance and then set the appropriate level of risk within your portfolio.

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