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Created On: 05/28/2025
in Client Insights The Basics
Client Guide: Understanding Types of Investments (Stocks, Bonds, Mutual Funds, and ETFs) Investing is an important part of building wealth, saving for long-term goals, and creating financial security. But with so many types of investments ...
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Created On: 05/27/2025
in Client Insights The Basics
Understanding Different Types of Financial Accounts: A Comprehensive Guide In the world of personal finance and investing, understanding the types of financial accounts available to you is essential for making informed decisions about saving, i...
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Family Office Client Success Check-In Call Guide What is the New Client Check-In Call? The New Client Check-In Call is a follow-up conversation designed to give clients the opportunity to ask questions, share any concerns, and ensure the...
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Family Office Client Success Review Call Guide What is the Family Office Client Success Review Call? The Client Success Review Call is a dedicated time for Advisors to connect with clients, review portfolio performance, discuss recent li...
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Created On: 04/17/2025
in Client Insights The Basics
Understanding Beneficiaries: What They Are & Why They Matter As part of your investment and estate planning, naming beneficiaries is a crucial step. Let’s walk through what beneficiaries are, why they’re important, and the different types you ma...
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How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. Op...
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Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, and...
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Client Guide for Tax Services Portal TaxDome is a comprehensive practice management platform that allows clients to securely communicate, upload documents, e-sign forms, and manage all their tax-related needs in one convenient location. This po...
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TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.
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Created On: 01/30/2025
in Brochures Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.