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Is 25% Gold Your Portfolio Sweet Spot? A Data-Driven Deep Dive

Is 25% Gold Your Portfolio Sweet Spot? A Data-Driven Deep Dive

In our latest video, Alan Hibbard walks you through over a century of market history — complete with live Excel dashboards — to show how gold can simultaneously boost returns and tame volatility. Here’s a closer look at the five most eye-opening takeaways.  1. Why Gold Truly Belongs in Every Portfolio  Gold isn’t just a hedge against inflation or financial panic—it’s a powerful engine for growth. Drawing on fresh research from Goldman Sachs, Alan shows how even a modest slice of gold can improve your risk-adjusted returns. Over rolling 10-year periods, portfolios with 10–25% gold consistently posted higher Sharpe ratios […]

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Samantha is wonderful. I was nervous about spending a chunk of money. I asked her to `hold my hand’ and walk me through making my purchase.  
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Travis was amazing! I was having difficulty with a wire transfer of my life’s savings, and I was very worried that I might not be able to receive it all. My husband just passed away and I’ve been worried about these funds along with grieving for 8 months. As soon as I got connected with Travis, my concerns were immediately addressed and he put me at ease. The issue was resolved within days. He even called me back with updates to keep me in the loop about what was going on with the funds. I am so grateful for a customer representative like Travis. He really cares for his clients.

Sam was also very helpful! I called and was connected to Sam within 30 seconds. She helped me with a fee that was charged to my account. She had a great attitude and took care of the fee quickly.

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