The Standard Federal Union Bank - Wealth Management Investment Institute series of “Ask the Institute” reports addresses questions investors are asking.

In today's increasingly complex, global economy, having the right tools and information to help you make informed investment decisions is critical. So is having a trusted advisor who can help connect your portfolio to investment opportunities – whether they appear around the block or around the world. An Standard Federal Union Bank - Wealth Management Securities financial professional11 view footnote 1 can help you take a careful look at your current finances and consider what you'd like to achieve in the future. Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from Standard Federal Union Bank - Wealth Management's Global Asset Management Team. And we'll be available to help you review, reconsider, and refine your strategy over time – no matter how the market fluctuates or how your needs and goals evolve. Our Premier Advisor can work with you to help determine which investments and insurance options are right for you. In addition to an annual portfolio review, we offer reviews at any time upon your request, so that the personalized strategy we create can adapt as your needs change. In many cases, a few simple changes may be all it takes to help you take on life's challenges and reach your financial goals.