Quarterly Market Review Q4 2021
A summary of world capital market performance over the fourth quarter of 2021.
Quarterly Market Review Q3 2021
A summary of world capital market performance over the third quarter of 2021.
Kids & Money
How Eric is using lawnmowing to teach his oldest child about responsibility, hard-work and satisfaction in a job well done.
Quarterly Client Update Q3 2021
GF’s Quarterly Client Newsletter
Health Savings Accounts
How HSA accounts work and strategies to use them to their fullest potential.
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.