In an era of rising global debt and geopolitical uncertainty, central banks are increasingly turning to gold as a reliable store of value, and individual investors are taking notice. This session explores the fundamentals of gold as an investment, addresses common misconceptions and compares it to other asset classes. Attendees will gain insights into different methods of gold ownership, tax considerations and how gold fits into retirement portfolios. Whether you're a seasoned investor or exploring gold for the first time, this session will provide practical knowledge to help you evaluate gold’s role in your long-term financial strategy.
This session is sponsored content by Drake Software.
Objectives
Upon completion of this session, you will be able to:
Explain why central banks and investors view gold as a safe haven asset
Compare various ways to invest in gold, including physical holdings, ETFs, mutual funds and futures
Understand the tax implications of gold investments in different forms and accounts
Address common objections to gold as an asset class and evaluate its place in a diversified portfolio
Identify eligibility requirements for holding physical gold in retirement accounts
