Financial
Markets Commentary: Dollar Awakening
The return to higher, conventional interest
rates should be the biggest game changer in years for bonds, stocks, and
currencies. The greenback seems like it’s already embarking on a multi-year
period of outperformance. Read the full financial markets commentary,
as well as asset-class views and key forecasts, in the latest edition of Global Insight.
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The Woo Group is a
team of trained and proven investment professionals who are dedicated to
providing customized wealth management solutions to our clients. Our team
works with high net worth individuals, families, foundations, small businesses
and corporations to help them achieve their financial goals.
Our
wealth management process begins with understanding each client’s unique
needs and developing an appropriate risk profile. The profile is used to create
a basic asset allocation and to select an appropriate investment strategy. Once
a client has embraced a sound asset management strategy, the focus moves to
creating a comprehensive wealth management plan including retirement planning,
tax analysis, insurance needs and estate planning.
While prudent asset management is vital and
planning plays an important role in wealth management, these activities have to
be integrated to align financial resources with life’s goals. The Woo Group has
relationships with leading estate planning attorneys, insurance brokers and
accountants for coordination and seamless delivery of world-class expertise as
part of its wealth management process.
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