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What is Real Wealth Management™?
Real Wealth Management™ is a comprehensive approach to financial planning that focuses on maximizing and maintaining the real value of a client's wealth over time. It involves a combination of investment management, tax planning, estate planning, and risk management to ensure that all aspects of a client's financial life are addressed in a cohesive and strategic manner.
MACRO-ECONOMIC RESEARCH REPORT – The Fed Pivot
THE FED PIVOT Mark December 13th, 2023, on the calendar. This was the day US Federal Reserve (Fed) Chairman Jerome Powell gave the financial markets an early Christmas present… the long-awaited Fed pivot. The impact of this subtle change in Fed policy was...
Portfolio Managers’ Brief: December 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Who is The Accounting Place
The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall Real Wealth Management™ offering to our advisor partners and clients.
Research Report: The Symphony of Shifting
Those of us in the financial business spend a lot of our time explaining why things happen. The volatility investors have been experiencing in the last few months and particularly, over the past month, is fodder for explanation bias.
Investment management firm acquires additional expertise for its Real Wealth Management™ offering
Croft Financial Group now offers its advisors and clients additional financial planning, insurance, and tax planning expertise
PART 2: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
In this second part to my discussion with Richard Croft Founder & CIO, we discuss portfolio rebalancing and portfolio performance comparative to the stock market indices we track such as the S&P 500, Nasdaq and TSX as well as a brief outlook on our expectations for 2024.
PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
In part one of our conversation, Founder and CIO RIchard Croft touches on the anticipated direction of interest rates and how Canadian banks have been impacted by the current economic environment and what to expect going forward. He also comments on inflation expectations and just how we are managing risk in client portfolios.
Research Report – The End Is Near… Maybe
The notion that we no longer must play the “don’t fight the Fed” game will provide some measure of normalcy. Something that has been lacking since central banks began raising interest rates eighteen months ago
Portfolio Managers’ Brief: September 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
