As the Global economy becomes more accessible, and amidst a global shift toward mindful investing,  it makes more sense than ever to consider an investment strategy that involves selecting global investment instruments as part of your investment portfolio.  Often the decision to invest internationally is done to broaden diversification, spreading your risk over foreign markets…

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On June 5, 2019, the SEC implemented Reg BI under the Securities Exchange Act of 1934 establishing a Best interests standard of conduct for broker dealers and staff when recommending any securities transaction or investment strategy involving securities. A relationship summary, or Form CRS, must now be shared with customers so you can make an…

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