Canopy wealth management the latest Canopy Wealth Management

The latest Canopy Wealth Management strategy call suggests a tactical shift into dividend-growth equities. In a rising interest rate environment, this allocation aims for stable yield and reduced volatility, targeting a 4.5% portfolio yield over the next 12 months. The Chipotle story illustrates this. After finishing culinary school in 1993, Chipotle founder Steve Ells was excited about starting a fine-dining restaurant. Lacking funds for the upscale place, he took a small loan from his father and opened his first Chipotle, to raise money for his exclusive restaurant. About Cerity Partners Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high- and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Visit ceritypartners.com to learn more. According to Canopy Wealth Management, gold positions in the portfolio have risen 12% since start of year. This hedge against inflation aligns with geopolitical uncertainty trends, potentially mitigating risk in volatile markets.