Taking Stock with Steele
Read our newsletter below or contact us to subscribe
Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Steele Wealth Management’s Sam Ryder discusses alternative investments with Som Seif, founder and CEO of Purpose Investments, co-founder of Wealthsimple, and founder of Claymore Investments, which was ultimately sold to Blackrock iShares.
Below is a clip of Sam and Som discussing private asset markets and how Purpose is leading the push to make alternative investments more accessible to investors saving for retirement and other financial goals.
Over the past few decades, the financial advisory business has evolved for the good. Clients have never had more information available to them nor have they ever had a better vision of their financial goals and their ability to achieve those goals. Many of the "newer" financial services like financial planning, income planning, tax planning, and philanthropic and estate/legacy planning serve near-term goals but ultimately help clients explore and remain focused on their long-term goals. At Steele Wealth Management, we have built a 10-person team to lead in this evolution.
Shortly after his inauguration on January 21st, U.S. president Trump, aka Tariff Man, made a trade war a top priority...Trade uncertainty is beginning to have negative effects on the economic outlook...Investors' love affair with a now-not-so-overly-business-friendly Trump administration is over