Direct investing, where clients take ownership of specific assets, offers distinct advantages for both clients and advisors. By moving beyond generalized funds and into tangible assets (like physical precious metals), advisors can provide a level of customization and security that strengthens client relationships and sets their business apart. Additionally, this investment approach aligns ideally with the overarching investment trend toward alternative investments, of which physical bullion is key component of.
Month: November 2024
Hedging, Happiness, and the Future: Navigating the Financial Unknown
Mo introduced us to his “Confidence Formula,” a unique approach developed by his firm, Wealthcare Capital. The formula emphasizes aligning clients’ financial capabilities with their personal goals and priorities, making money a tool to enhance life rather than an end goal.
The Alternative Edge – Episode 3 – Mowry W. Young II Interview
In this episode, financial advisor Mowry Young shares his unique strategy and process for positioning multi-generational families to survive and thrive during today’s unprecedented times.
Why Physical Gold Outshines Gold Mining Stocks Over the Long Term
For investors seeking exposure to gold, mining stocks and ETFs like GDX, which holds a diversified basket of approximately 46 gold mining companies weighted by market capitalization, may seem appealing due to their leverage to the price of gold. However, while investments with higher risk are typically expected to yield higher returns over time, data reveals that mining stocks have not delivered the anticipated gains compared to physical gold. In fact, physical gold, or bullion, has provided superior returns while also offering a lower-risk investment.
What Trump’s Win Means for America and Gold
With Donald Trump back in the driver’s seat, America is gearing up for policies that put the country first: boosting jobs, cutting regulations, and going full-throttle on energy independence. For investors, especially those eyeing gold and silver, things are looking solid. Today’s dip in precious metals prices is just a knee-jerk reaction, a brief sale for savvy investors to grab these assets at a discount before they bounce back.