Surevest In the Media

The Global Recurring Action Report displays all global recurring actions sorted by client with the option to show history notes regarding that action. We will use this report as a basis for retrieving our upcoming Annual Meetings and building a report. As a quick reference, see Recurring Actions and Deliverables to learn more about recurring actions.. 1. In Junxure, go to People > Actions Management or Reports > Reports List…

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From the Blog

Weekly Insight: Gold and the Greater Fool Theory

In times of stock market volatility and government intervention in financial markets, some people are comforted by owning hard assets (e.g., gold). We have never been big proponents of investing more than a few percent of a portfolio in the precious metal and neither is Warren Buffet. Mr. Buffet has clever and memorable ways of explaining things such as this example from a 1998 speech he gave at Harvard: “It…

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