Surevest In the Media

In Junxure, go to Database Tools > Profile Tool. A window similar to the one below will open. To apply a rule to filter your database, use the Rule Category and Rule Name fields. Click New Rule to add a new rule. To view all contacts in your database, click <Select All Contacts> from the drop down menu for Rule Category. Click Apply Rule circled in yellow to update the grid…

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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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