Direct Indexing Strategies
Direct indexing offers unique personalization opportunities to investors, notably through advanced tax and investment control, which can be used as a powerful financial planning tool.
'Everything Screams Inflation.' How to Interpret the Headlines.
Warnings about coming inflation and its potential effects aren’t a new phenomenon. History has lessons for investors.
Child Tax Credit
Advanced Child Tax Credit payments and financial planning considerations
Quarterly Client Update Q2 2021
GF’s Quarterly Client Newsletter
Are Bonds Still Worth Investing In?
With yields moving higher and inflation concerns growing, many investors are questioning the role of traditional fixed income in their portfolios.
Quarterly Client Update Q1 2021
GF’s Quarterly Client Newsletter