Wealth Management Blog - Sana Family Office

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03
Mar
2021
Portfolio Construction: Trending for the Long-Term
by Assante Wealth Planning Group March 3rd, 2021 in Money Tips
Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much larger number of late entrants who end up losing their shirts. Our philosophy has always been to look beyond the next "big trade" and stay focused on what matters most, helping our clients achieve their financial goals with predictability and consistency.
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09
Feb
2021
Check out the Wealth Wisdom Podcast on Spotify
by John Lawson February 9th, 2021
Wealth is about much, much more than just your net worth. We aim to reflect that narrative on the Wealth Wisdom Podcast, which we were excited to launch last year. So far, we enjoyed some great conversations with industry experts such as Drummond Brodeur and Paul Nazareth on topics such as post-COVID investment outlooks, philanthropy, community foundations, and more. In 2021, we look forward to more meaningful conversations with a variety of different guests.
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29
Jan
2021
Portfolio Construction: Bubble, But for How Long?
by Assante Wealth Planning Group January 29th, 2021 in Money Tips
Without a doubt, 2020 was a “loss” year. Individually, we lost the ability to live our normal way of life. Globally, currencies lost their purchasing power as central banks added US$9 trillion to the system (leading to price increases in almost everything, including stocks and properties), and over 1.8 million people lost their lives due to COVID-19.
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