A Guide to Help You Gain Confidence as an Investor
Venturing into the world of investing can be a powerful way to build wealth over time, but it often feels overwhelming for those who are just starting out. Whether you’re new to investing or seeking to reinforce your understanding of basic investment principles, this...
Socially Responsible Investing: Aligning Your Values and Portfolio
In recent years, socially responsible investing (SRI) has moved from a niche approach to a fundamental strategy embraced by a growing number of investors worldwide. This investment philosophy involves selecting investments based on ethical guidelines and the potential...
Investing Fundamentals: Building Wealth for the Future
Building wealth is so much more than accumulating money for its own sake. When you have a solid wealth-building strategy, you can protect yourself from financial emergencies and ensure a comfortable retirement. Many people don’t understand that to truly build wealth,...
What is a Target-Date Fund?
A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are strategized for long-term growth when you are further away from the...
Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewarding—or even better—after retirement.
With a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly. Carol’s organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team. When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.