Wealth Management
Insights
Retire 30% wealthier? Why not more?
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...
Watching your portfolio too closely, Shrinking hold times for stocks & Investing at all time highs
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...
Seven Areas of Financial Life
Most people’s financial life consists of seven areas of planning – cash/debt management, education planning, estate planning, investment planning,...
5 Clever Personal Finance Rules
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...
Lessons From 20 Years of Managing Money
The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: A product is not...
Togetherness Doesn’t Have to Tear Retired Couples Apart
After decades of spending a lot of time apart, while working, it can be hard for couples to get used to spending more time together in retirement....
Become an investing pro at any age via this video series
Starting early on your investment journey is key to reaching your goals, like saving for your first car or traveling the world. But smart investing...
Ten Basic Truths about Investing
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...
11 Biases that distort your Decision-Making
1. Confirmation Bias - We interpret new information as confirmation of our existing beliefs. 2. Availability Bias - We tend to rely on information...
Need help finding lost bank accounts and insurance policies?
If an insurance policy or bank account is lost, is it lost forever? The OmbudService for Life & Health Insurance’s (OLHI) search tool will list...