Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Blog - March 2, 2020
There was no way to accurately predict the coronavirus outbreak, and there is no way to accurately predict what comes next. These are factually correct statements that make you feel uncomfortable. And that’s OK. They should make you feel uncomfortable; that’s a perfectly natural human response. It’s a powerful evolutionary instinct to seek comfort and […]
Blog - February 27, 2020
Our team has been monitoring the coronavirus developments for several weeks. As the story unfolds and the virus continues to spread, securities markets have taken notice. Stock markets materially declined on February 24th and 25th as investors became worried. These market selloffs rear their head every few years – Trump’s election, Brexit, European debt crisis, etc. No […]
Blog - February 20, 2020
If you’re trying to get your head in the right space for moving forward financially, we have some unique recommendations. No matter where you are in life (or finances), there’s a book on this list that will provide the information you need to get inspired for the next phase. These aren’t your grandma’s financial advisor’s […]
Blog - January 20, 2020
Return of the Roaring Twenties? A century ago, the turn of the decade marked the beginning of a notable period in history – “The Roaring Twenties”. The 1920s were characterized by an emergence of social criticism and a distinctive cultural edge. Women’s rights were front and centre, the United States became more anti-immigration in policy, […]
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