Asset Class Investments and Benchmarks Return (as of January 31 2017)

16 February, 2017

Asset Class Investments and Benchmarks Return (as of January 31 2017)

Can you believe we’re already over a full month into 2017? The U.S. inaugurated President Trump; who would have thought that the Celebrity Apprentice would become the leader of the U.S.? The question on everyone’s mind is where are we headed for 2017... Read More

Feel Good Year End Tax Credits

5 December, 2016

Whether you warmly embrace the holiday season whilst adorned in your most festive holiday sweater, or attempt to curse it away with a series of Ba-Humbugs, the Holiday Season is coming whether you like it or not. Here are a couple of year-end tax cre... Read More

Is Travel Insurance on your packing list?

4 October, 2016

Stuff happens. We don’t want to plan for these events, but we need to be protected in case they do; particularly when we are away from home. It’s important to be covered in the event of a medical emergency... Read More

Do you know how your Advisor gets paid?

6 September, 2016

Do you know how much your advisor and their firm collected on your behalf last year? Was it 1% of the assets they manage for you? Perhaps it was 5%? Can you tell from looking at a copy of your current statement?... Read More

2016: 10 Predictions to Count On

22 January, 2016

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. The... Read More

Sticking With It

30 November, 2015

Sticking with it

It’s often said that the secret of success in any endeavour is “stickability,” your capacity for staying committed to a goal. But success also depends on having goals you can stick with. Managing that tension is what an advisor does. Inspired by the impressive... Read More

The China Syndrome

20 August, 2015

The China Syndrome

The recent severe volatility in China’s share markets has raised questions among many investors about the causes of the fall and the wider implications for the global economy and markets. The Shanghai Composite Index—the mainland stock market barometer... Read More

How are Planning and Volunteering Related

8 July, 2015

My wife and I just finished a marvelous week of volunteering at the U.S. Open in Tacoma. What a wonderful treat to watch the best golfers in the world compete on a course that we were able to play a couple of years ago.  How is volunteering like planning... Read More