Watching the constant flow of positive and negative news unfold over the last 20 years has made a number of things very clear to us. First of all, no one really knows what’s going on in the markets in the short term. I remember listening to a very well-respected...
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Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.
How a Financial Advisor Provides Value
Why Does Buy and Hold Have to be Impossible?
Dr. Andrew Lo, a finance professor at MIT, recently shared his thoughts on a long-term, buy and hold strategy in an interview on MarketWatch: “Buy and Hold might sound like good advice because on paper when you take a look at the S&P over the last 10, 20 or 30...
The Professional Advantage
Getting what you pay for….. Every now and again, someone asks us to explain the benefits of dealing with a financial professional. This issue has been in the news lately, so we thought it might help to go over a few of our answers. We admit some may consider our...
Why is much of our advice focused on behaviour??
The reason is that it is something we CAN control and it matters – a lot! DALBAR is a quantitative research firm that uses data from the Investment Company Institute (ICI), Standard & Poor’s and Barclays Capital Index Products to compare mutual fund investor returns...
What can we do for you?
We’d love to be able to “do it all” for our clients and give them everything they hope for. It would be great if we could predict what economies and markets will do, move in and out of investments with perfect timing, foresee which industries and companies will fare...
Choosing a financial planner
Your financial planner will deal with one of the most personal and sensitive aspects of your life: financial security. As a result, TRUST is at the heart of the financial planning relationship - trust in the planner's competence, integrity and objectivity, and trust...
Wisdom sold separately
With the exception of the global capitalist revolution itself, the most important development of the last ten years is the internet. As the internal combustion engine was the defining technology at the beginning of this century, surely the web defines the start of the...
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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.
Remember, successful people ACT towards the future they want!
Recent Posts
The Millionaire’s Mind(set)
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...
Steps to Lower Your Income Taxes
Over the next few months everyone will be gearing up for income tax season. In the year ahead, set yourself up for a more favourable income tax situation in 2023 & 2024. Consider; Maximizing...