Russia Invading Ukraine: An investor’s perspective20220224163738
Russia Invading Ukraine: An investor’s perspective
Starting 2022 off with another crisis, we watch as Russia invades Ukraine and launches an aggressive military strike. Having to deal with COVID for the past two years, the world is now facing a new disease—the disease of aggression by the Russians. Sadly, there is no MRNA vaccine for this aggressive pathology, and we must […]...
Investing 101: What are the various asset classes available to investors?20210520141116
Investing 101: What are the various asset classes available to investors?
When it comes to investing in public markets, most investors are familiar with the three traditional asset classes: Cash and Money Markets, Bonds, and Stocks. But there are other classes that may be overlooked, or that you may forget to discuss with your advisors when you meet to work on your portfolio strategy. Here’s a […]...
7 Questions to ask an accountant at your first meeting20210107074000
7 Questions to ask an accountant at your first meeting
End of year is upon us, and it’s time for the dreaded, often onerous accountant meetings. It’s a time when we’re reminded of the importance of our financial advisors, especially our accountants. If you’ve already established a relationship with an accountant, you may want to ask yourself, when was the last time I assessed if […]...
Interview with a CIO: Discussing Alternative Investments20210105074000
Interview with a CIO: Discussing Alternative Investments
Investments: a key pillar of the family office, and an affluent family’s financial longevity. Yet, so rarely do we get to learn from an expert directly. Habib Saikali, CIO of IP Private Wealth, sat down with CEO Richard Kluska to answer our questions about alternative investments. If you’d like to hear the entire interview, head […]...