2023 Year-end review

We want to share with you some of the high-level updates that we’ve implemented to your portfolio in 2023.

Our Equity Selection Process

Our Equity Selection Process

Our Investment Committee focuses on five fundamental strengths the businesses we invest in must have for long-term success.

A discussion on inflation

A discussion on inflation

With the onslaught of daily headlines pointing to difficult times, we want to provide you with some information regarding inflation

Email Management Tips for Professionals

Business communication used to be centered around in-person meetings and phone calls made from a landline. Fax was all the rage for a period of time, but nothing has really impacted professional communication the way email has. Not only does email make messaging easy and convenient, it allows professionals to work from just about anywhere […]

The Negative Effects of Multitasking

It’s a phrase that often appears on a job seeker’s resume: ‘excellent multitasker’. As so many of us list it among our professional skills, the ability to multitask is thought to be an asset. But what if tackling several tasks at once not only makes us less effective, it actually has a negative effect on […]

Health and Wealth: Why Employee Financial Wellness Should Matter to Business Owners

It takes a lot of different elements to create a successful business, but there is one constant across all industries: the importance of human talent. Employees say a lot about a business and have plenty of influence on the success or failure of projects. Knowing this, many companies have instituted programs to support the physical […]

3 Great Financial Apps

When life gets busy, it’s easy to lose track of your budget or even veer from your financial goals. Whether you’re a business owner, a professional or a stay-at-home parent, managing your finances requires time and effort that you simply may not have. Enter the financial app: a great way to keep track of your […]

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.