The Greenard Index

Kevin Greenard: What flows through your estate?

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The more information that we have regarding our clients and their immediate family, the more proactive we can be with the advice we provide.

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One of the most important components to investing is diversifying your investments geographically and managing currency exposure.

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Monitoring currency changes monthly is easy to do when looking at your monthly statements.

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When we first begin working with new clients, we will always spend time talking about currencies with respect to investing. Here鈥檚 why.

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