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Category Archives: News

Look at the Big Picture

Financial Planning, Investments, Market Commentary, News

Look at the Big Picture   Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle.   When I started my career in financial services back in 2001 average investors typically checked in on their accounts once or twice a year when their investment providers sent paper statements. As for the FTSE […]

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How Frauds Work and How To Avoid Being a Victim

Fraud, News

How Frauds Work and How To Avoid Being a Victim* If you are stung and become a victim of fraud, the perpetrators won’t be as nice as Paul Newman and Robert Redford, and you’ll probably never get your money back. An Independent Financial Adviser who’s a member of an advisers’ social media group of which […]

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What Did You Learn Today?

News

What Did You Learn Today?   “In a world of change, the learners shall inherit the earth, while the learned shall find themselves perfectly suited for a world that no longer exists.” ― Eric Hoffer   It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, […]

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Make 2022 your best year yet

News

  Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022.   Values   A common reason why so many New Year’s resolutions fail is that, […]

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Stay on Track, Continue to Give to Others

Market Commentary, News

The coronavirus pandemic has created a very uncertain market environment right now. However, your long-term financial goals are probably still the same: moving home, getting your children or grandchildren through university, starting your own company, giving back, and retiring on your own terms. The path towards those goals might have swerved a little in the […]

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5 Ways to Make Social Distancing More Social

News

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is just a part of our lives. Here are 5 ideas on how to make social distancing a little less isolating. 1. Set a schedule. We […]

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Cornavirus and market volatility

Market Commentary, News

Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going into this New Year, many stock markets around the world were trading near all-time highs including major […]

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