Benefits of Buying Into the Market Over Time

“Benefits of Buying Into the Market Over Time” I’ve received several questions over the past month about where the “bottom” of the stock market is and when is the right time to buy back in?  While I appreciate that these people have sought out my advice, the...

Making Sense of Market Volatility

“Making Sense of Market Volatility” No doubt most of you would have seen the headlines the past couple of weeks as markets rose and fell quite dramatically.  While we agree there will be financial impacts felt by the global economy, we can’t help but think that...

What to Make of the Corona Virus Impact

“What to Make of the Corona Virus Impact” We’ve all seen the news recently as cases of COVID-19 (AKA Corona Virus) have increased not only across China, but also spread into countries such as Italy, Iran, and South Korea.  What should we make of this outbreak...

Showing Your Money Love on Valentine’s Day

“Showing your Money Love on Valentine’s Day” I know what you’re thinking: “What a romantic topic for Valentine’s Day!”  However, there is good reason to talk about finances on a day normally dedicated to romance and that’s because money matters are one of...

Best Advice Received by Financial Advisors

“Best Advice Received by Financial Advisors” As financial advisors and/or wealth managers we tend to focus the attention on providing advice and guidance to our clients without have the spotlight ever turned back on us.  Much like a doctor or physician, when we...

Term Life or Whole Life Insurance

“Term Life or Whole Life Insurance” When it comes to life insurance, most people know they should have something in place, but get confused with all of the different options in front of them.  Life insurance? Eh, we will think about that once we hit that certain...