The U.S. election may cause short-term volatility, but long-term portfolio stability depends more on economic fundamentals than political outcomes.

In our recent Integrated Planning video series, WealthCo’s Vice President of Insurance Advisory, Jeff Dyck, a proud member of the Integrated Advisory Network, delves into the integrated approach to financial planning.

This month’s market commentary focuses on the real estate investments managed by Trez Capital (Trez).

This month, we focus on our Large Cap Equity Investments and some exciting changes to the WealthCo Asset Management Core Equity Fund.

This thoughtful exploration often occurs when long-held beliefs are challenged, and the ramifications are significant.