Gaetan PolicardApr 13 minSecuring Your Legacy: The Importance of Legacy PlanningIn the hustle and bustle of everyday life, it's easy to overlook the importance of legacy planning. Yet, taking the time to plan for the...
Gaetan PolicardJan 222 min10 Tips For Achieving Financial Success in 2024!As we step into the new year, many of us are setting goals and resolutions, and improving our financial well-being is often at the top of...
Gaetan PolicardSep 28, 20232 minHow to track your progress with personal wealth?Calculating your net worth is a useful way to gauge your financial health and track your progress toward your financial goals. Your net...
Gaetan PolicardSep 26, 20232 minARE YOU TRULY DIVERSIFIED?Historically diversification was simply referred to the mix between the stocks and bonds in your portfolio. Many ask the question: How...
