by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Wealth
The Value of Advice HOW DOES WORKING WITH A FINANCIAL ADVISOR AFFECT CLIENT OUTCOMES? A study by CIRANO found that a household that worked with an advisor for one to four years had almost twice as many assets as a household without an advisor. After 15 years or more,...
by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Wealth
Some recent conversations with my clients have promoted me to write this blog. Q- How often should I check on my investments? A- I recommend once a year. Anything more, as you can see in the below chart, will only cause unnecessary stress/worry. Also, rest assured I...
by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Tax, Wealth
Most people’s financial life consists of seven areas of planning – cash/debt management, education planning, estate planning, investment planning, insurance/risk management, retirement planning, and tax management. It’s interesting to note the process of...
by Katelyn Reid | Nov 13, 2025 | Protection, Retirement, Wealth
1/ Rule of 72 This rule will tell you in how many years your invested money will double with the rate of return it’s earning. Dividing “72” by the return you earn = No. of years it will take to double your money. Ex: If you earn 10% interest 72/10 =...
by Tim Ansley | Sep 22, 2025 | Lifestyle, Protection, Retirement, Wealth
I felt it would be helpful to share the below time-tested principals. More details and visuals are in the below pdf. As always please don’t hesitate to contact me if you have any questions. Diversification is still your most important investment strategy. It’s...
by Tim Ansley | Sep 21, 2025 | Lifestyle, Protection, Retirement, Wealth
1. Confirmation Bias – We interpret new information as confirmation of our existing beliefs. 2. Availability Bias – We tend to rely on information that comes to our mind easily/the quickest. 3. Action Bias – We favor action over inaction....
