Latest news with #wealthprotection
Yahoo
2 days ago
- Business
- Yahoo
4 Wealth Transfer Strategies Most People Learn About Too Late
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that wealth could be lost to taxes, probate or family conflict. A robust estate plan includes thoughtful transfer strategies that ensure heirs get to hold on to as much wealth as possible — and these strategies should be put in place as early as possible for a smooth transition of assets. For You: Check Out: Here are four commonly overlooked estate planning moves that can help protect your wealth and preserve it for your loved ones. 1. Use Lifetime Gifting To Reduce Estate Taxes Gifting assets during your lifetime — either directly or through vehicles like a family limited partnership — not only reduces your taxable estate but allows you to witness the impact of your generosity. Yet, many high-net-worth individuals don't take full advantage of the annual or lifetime gift tax exemption until it's too late, said Michelle Taylor, a financial advisor at GFG Solutions and the founder of the Women and Wealth Initiative. 'There's a saying that I like to remind clients to think about: Would you rather give with a cold hand or a warm one?' she said. 'This helps people think through what matters most when it comes to gifting.' Explore More: 2. Set Up a Trust To Control and Protect Wealth Trusts are another powerful tool that are often underutilized. 'Whether it's a revocable living trust to avoid probate, or more advanced strategies like a spousal lifetime access trust (SLAT) or irrevocable life insurance trust (ILIT), these can help control how and when wealth is distributed, protect assets from creditors and preserve family harmony,' Taylor said. These can be especially helpful in cases where there are blended families or complex business interests. 3. Use Life Insurance To Create Tax-Free Inheritance Life insurance can play a key role in wealth transfer planning, especially when structured properly. 'Life insurance can be a smart way to create liquidity to pay estate taxes or equalize inheritances among heirs, but the structure matters,' Taylor said. 'Policies held inside a properly designed trust — like an ILIT — keep the death benefit out of your estate and in your family's hands.' 4. Plan Early To Minimize Estate Taxes Estate tax minimization strategies — such as freezing the value of appreciating assets or leveraging valuation discounts — can dramatically reduce what's owed. But timing is everything. 'These are highly time-sensitive and must be planned for years in advance,' Taylor said. How To Implement Wealth Transfer Strategies Wealth transfer strategies should be implemented in your overall financial plan as early as possible, and should be continually updated as policies or personal circumstances change. 'Personal financial situations can shift unexpectedly, especially in today's rapidly evolving legislative landscape,' said Brian Tullio, CFP, wealth manager at Fairway Wealth Management. 'To avoid unintended estate tax exposure, stay proactive and integrate estate planning into your ongoing financial planning discussions,' he said. 'As your circumstances change or new laws are enacted, regularly reviewing and updating your estate plan will serve as a critical part of your overall comprehensive wealth planning.' It's also crucial to communicate your plans clearly with loved ones. 'A lot of financial damage happens not because the documents were wrong, but because the family wasn't prepared,' said Dr. Stephan Shipe, CFP, founder of Scholar Financial Advising. 'I always tell clients, if you don't make these decisions clearly and intentionally, your kids will have to. And they'll be doing it without you in the room.' That's why he emphasizes the importance of both documentation and dialogue. 'A trust or estate plan can help protect assets, but it won't prevent conflict if no one understands how or why the plan was created,' he said. 'That's when even a so-called simple estate becomes complicated.'More From GOBankingRates 5 Steps to Take if You Want To Create Generational Wealth I'm a Financial Advisor: My Clients Who Retire Early All Do These 3 Things 4 Things You Should Do if You Want To Retire Early Dave Ramsey: The 3 Worst Mistakes People Make When Trying To Build Wealth This article originally appeared on 4 Wealth Transfer Strategies Most People Learn About Too Late Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
4 Wealth Transfer Strategies Most People Learn About Too Late
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that wealth could be lost to taxes, probate or family conflict. A robust estate plan includes thoughtful transfer strategies that ensure heirs get to hold on to as much wealth as possible — and these strategies should be put in place as early as possible for a smooth transition of assets. For You: Check Out: Here are four commonly overlooked estate planning moves that can help protect your wealth and preserve it for your loved ones. 1. Use Lifetime Gifting To Reduce Estate Taxes Gifting assets during your lifetime — either directly or through vehicles like a family limited partnership — not only reduces your taxable estate but allows you to witness the impact of your generosity. Yet, many high-net-worth individuals don't take full advantage of the annual or lifetime gift tax exemption until it's too late, said Michelle Taylor, a financial advisor at GFG Solutions and the founder of the Women and Wealth Initiative. 'There's a saying that I like to remind clients to think about: Would you rather give with a cold hand or a warm one?' she said. 'This helps people think through what matters most when it comes to gifting.' Explore More: 2. Set Up a Trust To Control and Protect Wealth Trusts are another powerful tool that are often underutilized. 'Whether it's a revocable living trust to avoid probate, or more advanced strategies like a spousal lifetime access trust (SLAT) or irrevocable life insurance trust (ILIT), these can help control how and when wealth is distributed, protect assets from creditors and preserve family harmony,' Taylor said. These can be especially helpful in cases where there are blended families or complex business interests. 3. Use Life Insurance To Create Tax-Free Inheritance Life insurance can play a key role in wealth transfer planning, especially when structured properly. 'Life insurance can be a smart way to create liquidity to pay estate taxes or equalize inheritances among heirs, but the structure matters,' Taylor said. 'Policies held inside a properly designed trust — like an ILIT — keep the death benefit out of your estate and in your family's hands.' 4. Plan Early To Minimize Estate Taxes Estate tax minimization strategies — such as freezing the value of appreciating assets or leveraging valuation discounts — can dramatically reduce what's owed. But timing is everything. 'These are highly time-sensitive and must be planned for years in advance,' Taylor said. How To Implement Wealth Transfer Strategies Wealth transfer strategies should be implemented in your overall financial plan as early as possible, and should be continually updated as policies or personal circumstances change. 'Personal financial situations can shift unexpectedly, especially in today's rapidly evolving legislative landscape,' said Brian Tullio, CFP, wealth manager at Fairway Wealth Management. 'To avoid unintended estate tax exposure, stay proactive and integrate estate planning into your ongoing financial planning discussions,' he said. 'As your circumstances change or new laws are enacted, regularly reviewing and updating your estate plan will serve as a critical part of your overall comprehensive wealth planning.' It's also crucial to communicate your plans clearly with loved ones. 'A lot of financial damage happens not because the documents were wrong, but because the family wasn't prepared,' said Dr. Stephan Shipe, CFP, founder of Scholar Financial Advising. 'I always tell clients, if you don't make these decisions clearly and intentionally, your kids will have to. And they'll be doing it without you in the room.' That's why he emphasizes the importance of both documentation and dialogue. 'A trust or estate plan can help protect assets, but it won't prevent conflict if no one understands how or why the plan was created,' he said. 'That's when even a so-called simple estate becomes complicated.'More From GOBankingRates 5 Steps to Take if You Want To Create Generational Wealth I'm a Financial Advisor: My Clients Who Retire Early All Do These 3 Things 4 Things You Should Do if You Want To Retire Early Dave Ramsey: The 3 Worst Mistakes People Make When Trying To Build Wealth This article originally appeared on 4 Wealth Transfer Strategies Most People Learn About Too Late Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
04-07-2025
- Business
- Associated Press
Gold Bullion Partners Expands Team to Support Surging Demand for Physical Gold
Gold Bullion Partners expands operations with three new hires, reflecting rapid growth in client demand and prompting plans for a second office move within one year London, England, United Kingdom, July 4, 2025 -- Gold Bullion Partners is excited to announce the expansion of its team, with three new employees joining the firm in a single week. This development comes in response to significant growth in client demand for physical gold investment services, including the company's tax-efficient Pension Gold offering. Gold Price Growth Fuels Operational Expansion Designed to support individuals and institutions seeking security through tangible assets, the expansion strengthens Gold Bullion Partners' ability to deliver a highly personalised service. The new hires bring added expertise across client support, operations and logistics, ensuring the company maintains its high standards as it grows. With gold prices continuing to rise and more investors turning to physical assets for long-term protection, the firm's services have seen a marked increase in interest. Over the past three years, the price of gold has climbed by more than 86.4 per cent, helping to explain the increase in the number of people investing in gold coins and other physical assets. Additionally, the steady upward trend has reinforced gold's role as a dependable store of value, especially in periods of economic uncertainty. As a result, more individuals are choosing physical gold as a safeguard for their wealth and retirement portfolios. This sharp rise in demand has led directly to the firm's current phase of growth. In addition to expanding the team, Gold Bullion Partners is now preparing to move into a larger office space within the same area. The new premises will provide improved meeting rooms, additional space for operations and support, and capacity for further recruitment. Although rapid growth was not expected so early in the year, the company is responding proactively to ensure that clients continue to receive a high standard of service in a fast-moving market. 'The pace of growth this year has been both exciting and humbling. As more people turn to physical gold for financial security, we've made it our mission to meet that demand without compromising on the service our clients trust us for. Moving into the Grosvenor Estate, just behind Eccleston Yards, feels like a natural step; it's more than an office move, it's us finding our long-term home in an ecosystem that reflects our values of stability, integrity and long-term thinking.' said Nicholas Ward, Founder at Gold Bullion Partners. What Clients Can Expect from Gold Bullion Partners The expansion follows the earlier recruitment of Jenna, an experienced EA and operations manager with top FTSE 100 recognised brands whose experience marked the beginning of a broader scale-up strategy. With a strengthened team and a focus on service, Gold Bullion Partners continues to offer the following: Gold Bullion Partners' services are available throughout the United Kingdom, with direct gold investment options starting from £10,000. All Pension Gold holdings are VAT-exempt and free from capital gains tax when held in qualifying pension structures. These features make the service attractive to individuals seeking long-term resilience and clarity in their retirement planning. The latest expansion represents an important step forward for Gold Bullion Partners as it continues to scale responsibly. The firm remains focused on maintaining transparency, delivering exceptional client care, and driving steady infrastructure growth. Learn more about buying physical gold and silver at or reach out to us at [email protected] for more information. About the company: About Gold Bullion Partners Gold Bullion Partners is a United Kingdom-based gold investment firm founded by Nicholas Ward, a former barrister and financial markets professional. The firm specialises in helping individuals regain control of their financial futures through secure and tangible gold ownership. With a client-focused approach and a commitment to discretion and long-term value, Gold Bullion Partners offers tailored access to LBMA-certified gold, full vaulting transparency and expert support across every stage of the investment process. Services include direct gold purchasing, Pension Gold integration and structured account management. Clients can invest from £10,000 and receive ongoing support in person, over the phone or at the company's Belgravia office. Contact Info: Name: Nicholas Ward Email: Send Email Organization: Gold Bullion Partners Address: 52 Grosvenor Gardens, Grosvenor Gardens, London, England, SW1W 0AU Phone: 0207 031 8077 Website: Release ID: 89163905 If there are any problems, discrepancies, or queries related to the content presented in this press release, we kindly ask that you notify us immediately at [email protected] (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our responsive team will be available round-the-clock to address your concerns within 8 hours and take necessary actions to rectify any identified issues or support you with press release takedowns. Ensuring accurate and trustworthy information is our unwavering commitment.
Yahoo
03-07-2025
- Business
- Yahoo
Safe Money Report Releases 2025 Strategic Update on Wealth Protection Amid the Age of Chaos
In this 2025 strategic update, Safe Money Report outlines a six-step framework for navigating financial instability during what Martin Weiss calls the 'Age of Chaos.' With decades of historical data behind its Weiss Ratings system, the firm presents a non-promotional roadmap for evaluating liquidity, asset safety, inflation hedges, and emerging market trends in crypto and real estate. The release examines current economic conditions and how informed analysis, rather than emotion, can inform long-term wealth protection strategies. Miami, July 03, 2025 (GLOBE NEWSWIRE) -- SECTION 1 – Introduction The global investment landscape is undergoing a historic shift, creating an urgent need for action. Amid inflationary pressures, geopolitical disruption, and conflicting signals from financial markets, individual investors are facing mounting uncertainty. In what financial analyst Martin Weiss terms the 'Age of Chaos,' the traditional rules of investing are being challenged by rapid technological change, shifting fiscal policies, and evolving global alliances. Recent market anomalies underscore this volatility. Breakout earnings reports from leading tech firms have been met with unexpected stock declines. Gold prices are climbing even as investor sentiment wavers. Meanwhile, the U.S. dollar, which has been an extended global stabilizer, is facing pressure from currency realignment and prolonged fiscal imbalances. These conditions have raised urgent questions about how to preserve capital in a climate where risk is no longer easily defined. Online search behavior reflects the public's growing concern. Queries related to 'wealth protection,' 'safe investments 2025,' and 'inflation hedge strategies' have surged in recent months. Investors are actively seeking data-backed, non-promotional insights that go beyond market speculation. They are asking not just whether to buy or sell, but how to realign long-term strategies to weather sustained volatility. Against this backdrop, Safe Money Report has issued a 2025 update anchored in historical precedent, analytics-driven methodologies, and principles of liquidity and independence. The practicality of this update, designed to provide a reassuring reference point for investors seeking clarity in an era marked by unpredictability, instills confidence in their investment decisions. Further details are available through Weiss Ratings' official publications. SECTION 2 – Company/Product Announcement In response to a wave of economic disruption and growing investor uncertainty, Safe Money Report has released a 2025 update outlining its strategic six-step framework for navigating what it terms the 'Age of Chaos.' The announcement, developed by financial analyst Martin Weiss and backed by over five decades of market observation, builds on Weiss Ratings' independent, data-driven model for assessing asset stability across multiple sectors, ensuring the objectivity and security of the analysis. The six-part strategy addresses key areas of concern voiced in public discourse and reflected in market behavior, including asset liquidity, portfolio exposure, inflation hedging, digital currency volatility, and the future role of alternative asset classes, such as farmland. Each step is designed to provide a comprehensive approach to wealth protection, emphasizing flexible, research-backed principles that investors can consider when evaluating current holdings or future positions. Central to the 2025 release is Weiss Ratings' algorithmic model — a platform that draws on over 100 years of financial data, tens of thousands of data points per security, and a proprietary ratings system designed to function without external influence. This model, which has historically identified key turning points such as the 2008 financial crisis and the dot-com collapse, provides a non-emotional analytical foundation during periods of extreme volatility, making it a reliable tool for investors. According to the update, the new economic environment demands adaptability. The Weiss framework encourages investors to consider criteria such as daily trading volume, institutional-grade liquidity thresholds, and historical resilience under inflationary conditions. For instance, by analyzing the daily trading volume of a stock, investors can gauge its market liquidity and potential for quick sale. The six-step approach, informed by both traditional economic indicators and emerging signals from non-traditional sectors, is intended to serve as an informational resource for those seeking to safeguard long-term wealth in an unstable market. While the Safe Money Report refrains from offering personalized investment advice, its publication highlights a growing demand for independent analysis untethered from mainstream market narratives. In 2025, this release marks a structured effort to equip investors with data-driven perspectives, historical context, and systematized risk awareness, tailored to an era where market conditions remain in constant flux. SECTION 3 – Trend Analysis / Consumer Interest Overview Across public forums, financial news outlets, and digital search trends, one theme dominates the investor landscape in 2025: uncertainty. Search engine data indicates a growing interest in phrases such as 'how to protect retirement from inflation,' 'market chaos strategy,' and 'safe asset classes.' Investors are actively seeking guidance that does not rely on speculative commentary or unverified opinions, but rather on grounded historical analysis and algorithmic insights. The term 'Age of Chaos,' now gaining visibility among financial audiences, encapsulates this emerging outlook. Rather than focusing solely on individual asset classes or geopolitical events, it suggests a broader, systemic volatility — one marked by unpredictable policy shifts, economic fragmentation, and compressed investment cycles. In this context, traditional long-term assumptions about market recovery and asset correlation are increasingly being questioned. The Safe Money Report identifies this shift not as a short-term anomaly but as a structural transformation in how risk is perceived. Evidence from past crises, including the 2008 banking collapse and the 2000–2003 tech correction, supports the premise that periods of instability are often accompanied by brief rallies, followed by deeper contractions. Today's landscape — with its rising gold prices, fluctuating technology stock valuations, and increasing attention to digital assets — is exhibiting similar characteristics. In response, public commentary has begun to focus more on portfolio positioning strategies that account for non-linear risks. Liquidity has become a key topic of discussion. Investors are increasingly skeptical of hard-to-exit assets or overly complex instruments, and instead are seeking investments that are simple to understand, transparent in structure, and easily adjusted. The current environment has also sparked a broader reevaluation of what constitutes 'safe' investment behavior. As interest in central bank policy, dollar stability, and alternative currencies grows, so too does demand for analytical tools that can decode macroeconomic volatility without bias. This is where platforms like Weiss Ratings, which avoid promotional partnerships or external incentives, are seeing increased engagement. Rather than promise outcomes, these tools aim to provide frameworks for understanding the evolving nature of economic risk and market fragility. The full research update is accessible via Weiss Ratings' publicly released materials. SECTION 4 – Spotlight on Strategic Components: Six Data-Driven Focus Areas The Safe Money Report 2025 framework is built on six primary focus areas that reflect long-standing economic signals and current shifts in asset behavior. Each has been selected not as a prediction vehicle, but as a lens through which to assess investment resilience amid ongoing volatility. 1. Liquidity and Flexibility Screening At the foundation of the report's framework is the principle of asset liquidity. Investments that can be easily entered or exited are central to maintaining financial agility in uncertain markets. Metrics such as average daily trading volume and minimum market capitalization thresholds are used as filters — not guarantees — to evaluate accessibility under rapidly changing conditions. 2. Risk-Based Stock Ratings The Weiss Ratings model evaluates thousands of publicly traded companies against a range of stability and performance indicators. Stocks with consistently low ratings have been highlighted in recent communications as potentially vulnerable during periods of macroeconomic strain. These assessments are driven entirely by data inputs and proprietary scoring algorithms, without promotional intent. 3. Historical Inflation Hedges: Gold Gold's historical role as a hedge against currency devaluation and inflation has positioned it as a recurring area of interest in times of fiscal pressure. The report outlines this trend in neutral terms, citing past monetary shifts, such as the end of the gold standard in 1971, and their correlation with gold's upward movement, without speculating on future pricing or returns. 4. Market Signal Volatility and Emerging Asset Modeling As part of its broader modeling approach, Weiss Ratings includes observational data sets related to non-traditional asset classes, particularly those exhibiting high volatility cycles and inconsistent correlation with legacy financial indices. These asset categories, while not universally defined or adopted across institutions, have gained visibility in academic and research environments due to their periodic divergence from traditional investment patterns. The Safe Money Report includes this segment solely to acknowledge the role of high-variance instruments within volatility forecasting models. No investment recommendations or endorsements are provided. All data references are based on cyclical trends and historical behavior patterns without forward-looking claims or speculative commentary. 5. Farmland and Alternative Real Estate Global agricultural land, particularly regions with low natural disaster risk and high food production capacity, is discussed as a long-term value store. Rather than promoting real estate purchases, the update highlights macroeconomic data suggesting increasing institutional interest in land-based assets during trade disruptions or currency weakness. 6. Data-Guided Diversification Principles The sixth focus area emphasizes neutrality and independence in asset selection. Rather than relying on prevailing narratives or media sentiment, the report advocates for a systematic approach to evaluating diversification strategies through unbiased, long-term data modeling. These six pillars are not presented as guarantees or recommendations, but rather as analytical categories shaped by historical precedent and current volatility. Their inclusion reflects Safe Money Report's effort to provide investors with structured context in the absence of certainty. SECTION 5 – Public Interest and Market Tone Recent shifts in online investor communities indicate a growing interest in frameworks that prioritize objectivity over speculation. While social media and financial forums remain saturated with short-term forecasts and high-frequency commentary, a parallel conversation has emerged: one centered on navigating prolonged uncertainty with data-first tools and historically grounded insights. Within this context, Safe Money Report has seen renewed interest from readers seeking clarity in what many now label an 'unreadable' or 'irrational' market. The term 'Age of Chaos' itself has become a focal point in these discussions — a metaphor not only for economic conditions, but also for the perceived breakdown of traditional investing norms. Observers note that price action often diverges from fundamentals, with events such as strong earnings reports followed by market declines, or bullish policy moves met with retreat in equity indices. This disconnect has led many to seek out alternative interpretive models that are rooted in quantitative research rather than commentary. Feedback trends suggest that investors are especially drawn to the idea of rules-based frameworks, not as a way to predict market movements, but as a method for insulating decision-making from emotional swings. Terms like 'bias-free ratings,' 'independent signals,' and 'data over headlines' are increasingly cited in discussions about financial preparedness. This echoes a wider public concern: how to plan responsibly when both optimism and pessimism seem unreliable as guiding principles. Additionally, the public narrative is shifting from short-term return maximization to long-term asset preservation. As attention to inflation rises and skepticism grows about centralized financial messaging, more investors are expressing interest in strategies that emphasize structural safety: liquid equities, tangible assets, and diversified exposure to sectors less correlated with traditional stock indices. While the Safe Money Report does not offer personalized advice, its model portfolio and analytical reports are gaining traction among those who view historical modeling and independent oversight as preferable alternatives to market-timed trading or sentiment-driven speculation. The ongoing reception appears to reflect a growing consensus that durable frameworks — even those without guarantees — may be the most practical tools available in navigating a market that no longer adheres to familiar rules. A comprehensive overview of the six-part methodology is featured in Weiss Ratings' latest release. SECTION 6 – Availability and Transparency Statement The full 2025 strategic update from Safe Money Report, including its six-part framework for navigating market volatility, is now available to the public through Weiss Ratings. The content is designed for informational purposes only and is based entirely on independently developed research methodologies. It does not represent personalized investment advice, financial guarantees, or any form of promotional solicitation. Weiss Ratings remains privately held and operates without advertising sponsorships, ensuring that no outside party influences the analysis or ratings it provides. All insights contained within the Safe Money Report are driven by proprietary algorithms and long-range historical data, not market trends or promotional partnerships. Readers seeking further context can consult Weiss Ratings' published materials, which detail the firm's algorithmic modeling practices, asset evaluation methodologies, and archived forecasting studies. These resources are designed to support informed investor decision-making in environments where traditional predictive models may no longer be applicable. The current update reflects an ongoing commitment to data transparency, neutral positioning, and accessibility in financial analysis. It is one of several recurring informational releases Weiss Ratings makes available to the investing public. SECTION 7 – Final Observations & Industry Context The release of the Safe Money Report 2025 update arrives during a period when investor expectations are being reshaped by prolonged volatility and skepticism toward traditional market narratives. From institutional investors to retail market participants, the demand for data-backed, transparent, and independent frameworks continues to accelerate. The appetite for actionable intelligence has not disappeared, but the threshold for credibility has evolved. A defining trend across the financial industry is the growing rejection of opaque product offerings and media-driven investment cycles. In their place, clean-label strategies — rooted in historical precedent, accessible metrics, and conflict-free evaluation — have gained ground. The Safe Money Report, developed under the Weiss Ratings system, reflects this trend by prioritizing algorithmic transparency and long-term analysis over opinion-based guidance. In the broader ecosystem of financial research, independent ratings firms have become more relevant to both institutional and private investors seeking to avoid exposure to promotional conflicts of interest. The events of the past two decades — including multiple financial crises, asset bubbles, and regulatory failures — have underscored the importance of analytical models that operate outside the sphere of influence held by banks, brokers, and fund managers. As 2025 progresses, the challenges facing investors appear less likely to be resolved by short-term optimism and more likely to demand frameworks grounded in realism and historical literacy. The Safe Money Report release, while not prescriptive, contributes to this shift by presenting a systematic view of market behavior and economic fragility — one shaped by data, tested by precedent, and delivered with complete transparency. SECTION 8 – Public Commentary Theme Summary As conversations surrounding the 'Age of Chaos' accelerate across financial forums, publications, and informal investor networks, several recurring themes have emerged — many reflecting heightened uncertainty. In contrast, others suggest cautious optimism rooted in historical precedent. Some observers have noted a growing disconnect between market fundamentals and short-term price behavior. This has led to broader discussions around the value of tools that prioritize data objectivity over media-driven sentiment. In particular, public interest is shifting toward ratings frameworks and risk models that operate without promotional sponsorship or institutional bias. Others have expressed concern about the reliability of traditional guidance in the current environment. With central banks pursuing varied monetary responses, geopolitical tensions disrupting supply chains, and asset correlations shifting unpredictably, many investors are raising questions about the long-term viability of conventional portfolio allocations. At the same time, a recurring discussion point involves the search for inflation hedges and value preservation strategies outside of traditional equities. Farmland, digital assets, and precious metals are increasingly appearing in public discourse, not as speculative investments, but as part of broader diversification conversations. Still, skepticism remains. Some have raised valid concerns about the feasibility of applying historical frameworks to modern market structures, which are shaped by artificial intelligence, algorithmic trading, and global interdependence. While historical case studies can offer context, not all investors agree on their applicability in an age of technological acceleration. A consensus has emerged, recognizing uncertainty as the default condition, rather than the exception. As a result, discussions continue to explore the potential of frameworks — such as those presented in the Safe Money Report — to help make sense of a market where volatility is not temporary, but structural. SECTION 9 – About the Company Founded in 1971 by Martin D. Weiss, Weiss Ratings is an independent financial research and ratings organization that delivers data-driven analysis of stocks, mutual funds, ETFs, banks, and insurance companies. The firm maintains a conflict-free model, accepting no advertising or compensation from the companies it evaluates. Its proprietary ratings system is based on more than a century of market history and thousands of performance indicators. Weiss Ratings aims to provide investors with transparent, algorithm-based tools that support informed financial decisions in uncertain market environments. Its methodologies are designed to operate independently of institutional influence, emphasizing data integrity and long-term historical context. Weiss Ratings does not provide treatment, personalized investment advice, or diagnostic financial services. All published material is for informational purposes only and intended for a general audience. Contact: Weiss Ratings Email: info@ Website: CONTACT: Weiss Ratings Email: info@ Website: in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
14-05-2025
- Business
- Globe and Mail
Strategies for the Unexpected: How to stay resilient in an uncertain world
Event summary produced by The Globe and Mail Events team. The Globe's editorial department was not involved. As Canadian businesses face mounting challenges, including the imposition of U.S. tariffs and other geopolitical events, business owners are seeking ways to stay resilient and safeguard their business assets and family wealth. On April 30, 2025 The Globe and Mail hosted a webcast focused on how businesses can bolster themselves in the face of economic uncertainty, and how families can protect their wealth amidst potential disruptions. Speakers: Paul Jenkins, Senior Fellow, C.D. Howe Institute; Former Senior Deputy Governor, Bank of Canada Tasso Lagios, Managing Partner, Richter Sabrina A. Bandali, Partner and Head, International Trade and Investment, Bennett Jones Hugo Germain, Vice President of Operations, Germain Hôtels Rita Trichur, Senior Business Writer and Columnist, The Globe and Mail (moderator) The Globe and Mail presented the event with sponsor support from Richter. Event summary produced by The Globe and Mail Events team. The Globe's editorial department was not involved.
