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Navigating the ever-changing investment landscape Thumbnail

Navigating the ever-changing investment landscape

As proponents of investing for the long-term, Wolf Group Capital Advisors implements a strategic framework within our financial planning and investment management process that we believe increases the possibilities for positive outcomes. Nevertheless, we understand that client situations and market dynamics are ever-evolving and that there is no one-size-fits-all solution.

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Looking to retire abroad?! Check out this blog recently published by one of our Financial Advisors, Kevin Ostergaard, for Zoe Financial. Thumbnail

Looking to retire abroad?! Check out this blog recently published by one of our Financial Advisors, Kevin Ostergaard, for Zoe Financial.

Retiring abroad can be a thrilling adventure, especially for those looking for a change of scenery in retirement. With a solid financial foundation, you can have the freedom to choose from various options when selecting a foreign retirement destination. The world is in your hands, and the choices are endless!

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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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