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!
In North America, the majority of investors get their financial market updates from television and news media sources. Inevitably, that means over the past couple weeks your morning headlines (which...
It is a crazy time right now with wars, record fuel prices, supply shortages, rising interest rates, and the most overvalued housing market in the world (to name a few!). We could write paragraphs on how each of these would impact (or ultimately not impact!) your investments over the long-term, but instead, we thought this article did a great job of summing up some of the craziest charts out there right now. The link to the full article is below, however, we’ve summed it up here and added our comments to each item.
Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.
To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.
They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.
The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.
Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.