/ TAG Wealth Management

COVID should have reminded us how uncertain our health’s future is. But demographic realities are quite certain–more of us are likely to need some form of care during our lifetime than not.

My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising

Fixed income has long been the ballast in a diversified portfolio

A general guideline is to invest no more than 25 percent of an overall equity portfolio in thematic funds, with a maximum allocation of 10 percent to any one theme.

But who walks into a store and asks to buy the most expensive items?

Ongoing uncertainty about Brexit, fears about the coronavirus and further international conflicts only add to the market instability.