Investment management is a complex process in a competitive industry, and keeping a handle on one’s investment performance is crucial. Investors and investment management companies need to know how a fund (or fund manager performs), so...read more
What You Should Know About Family Governance
At the mention of the term “family governance,” what comes to mind? How does it work and how can it benefit you and the members of your family? Family governance, in a nutshell, involves the financial...read more
Why Choose A Stock Portfolio Analyzer
Are you serious about your investment strategy? If so, you can use a stock portfolio analyzer and watch your investments grow. There are many powerful portfolio analyzer tools to help you track your various investments, and...read more
What is an Endowment Fund?
Endowment funds are frequently talked about in the investment world, especially amongst high net worth individuals. But how often do folks actually take the time to delve into what exactly endowment funds are and how do...read more
How Much Life Insurance Do I Need in a Post Covid World?
In past articles, we have discussed aspects of personal financial planning. One of the biggest components to consider is insurance. And within the realm of insurance, planning for your life insurance coverage is one of the most...read more
Intergenerational Transfers: Building Family Wealth
In this article, we will be examining an important concept in political economy. You may have some familiarity with the term, but its implications and relationship to public policy and wealth are more complex than what...read more
Why Short-Term Financial Goals Are Important
We talk a lot about long-term financial planning goals at Saddock Wealth. How to plan for retirement, the importance of effectively allocating your assets so that you have a diversified portfolio down the road, making plans...read more
Retirement Withdrawal Strategies You Should Consider
In our last article we discussed the 4% rule — a retirement withdrawal strategy suggesting that retirees can safely withdraw 4% of their total retirement savings every year for 30 years without running out of money....read more
Is The 4% Rule a Good Strategy for You?
It is an unfortunate reality of financial planning and investing that retirement is inherently difficult to plan for. The times change, peoples’ circumstances change, and life expectancies change. And on top of all this, what people...read more
Risk Analysis in Investments: Do You Really Need It?
It is virtually impossible to talk about investments without also talking about risk. The degree of risk that different investors are comfortable taking may vary widely, and the degree of risk of different investments may also...read more