CNBC named YCG among its top 100 financial advisors.
We’ve earned this recognition for the third time in four years, and here’s why we see it as validation of our approach.
The Long View
Here you’ll find our independent perspective on markets and practical guidance on the planning and decisions that protect and grow wealth over the long term.
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Equity compensation, business exits and Texas tax rules shape wealth here in specific ways. Here’s what’s actually different, what isn’t, and how to evaluate a local firm.
When most of your net worth sits inside your company, the planning that matters most starts years before a buyer calls.
Consolidation has changed what these three labels tell you. Here’s what each one should mean, and how to check a firm’s ownership and size for yourself.
Will Kruger explains what the fiduciary standard requires, how it differs from the rules brokers follow, and how to check which one applies to your financial advisor.
Brian Yacktman and Elliott Savage on why owning an S&P 500 index fund today means owning a concentrated AI bet, and why the discount on durable businesses right now may be an opportunity.
Will Kruger on why estate planning is about more than mechanics: will the wealth you leave behind strengthen your family, or undermine it?
A message from CEO Will Kruger on what’s new at YCG, and the commitment that isn’t going anywhere.
You can do everything “right” financially and still be filled with uncertainty. Wealth transfer isn’t just math and paperwork. It’s readiness, expectations, decision-making, and family dynamics.
Archive
A history of strategic guidance.
The best way to understand our philosophy is to see it in action over time, through every market cycle, on the record. Explore our Investment Letter archive and past media appearances to get the full picture.