Wealth management advisors

A saver who bought and sold gold at any time between January 1, 1999 and January 1, 2024 would have grown richer on average at an actuarial rate of 8.69% per annum.

Since January 1, 2019, gold has recorded a 21.7% return in euros, 16.4% in dollars and an average of 17.8% in the various currencies considered. Since 2001, this represents an average annual performance of 9.6% in euros, 10.4% in dollars and 10% on average. Is the "barbaric relic" sending us a si...

The purpose of this post is to analyse GoldBroker.com’s commercial offer through the lens of what we’ve already established and to introduce the modalities of the commission program for WMAs put in place by GoldBroker.

For the yellow metal to constitute real wealth insurance, it must be acquired through a commercial partner in position to offer a certain set of guarantees.

I think it would be interesting to look in the rear-view mirror to get an overview of the performance we can expect in large asset classes available to the French savers – and gold in particular.

Gold trackers cannot be put on the same level as physical gold, which remains the only gold asset that serves as real wealth insurance.

In another post, we saw that mining shares, being shares mainly (with high volatility and the risk of losing 100%), cannot be put on the same level as physical gold. Is it also the case with “paper gold”?

As a wealth management advisor, substituting the easy solution of acquiring gold mining shares to physical gold – whether within a life insurance policy or with an ordinary account – would be a mistake.

As any asset class, gold has several financial properties. The yellow metal can be used for two different purposes: either as a hedging tool against certain macro-economic scenarios or for portfolio diversification. Its virtues, though, are not the ones frequently mentioned in the media...

You’ve probably noticed that most European medias communicate the price of gold in US dollars. I find this quite curious, be it with the timing of the rallies and corrections or their magnitude, depending of the currency.