Trade frictions and market volatility are on the rise. This is causing uncertainty that in turn, creates obstacles for business, consumer sentiment and spending. Investing in bonds is an excellent way to balance higher-risk assets and keep a diversified financial portfolio while earning steady income. Stableford’s experience with the different types of bonds and how they best complement your existing investments, creating a low volatile, diversified portfolio will help you plan for the future.
When meeting with our clients regarding their estate planning and family wealth management, one of the top requests is to transfer wealth to children and grandchildren. While the first thought is often to leave assets in a will or trust, why wait? A strong family wealth management plan can include gifting in the present with limited tax liabilities. Top tips to maintain control and see the benefits now.