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  • Investing: Volatility, emotions, and the odds


    After over 2 years of straight up growth, the markets have returned to more normal periods of volatility.  While these are a regular and expected part of market activity, it never feels good to experience them.  It is our feelings…Continue Reading

  • Fundamentals simplify investing


    Saving and investing can seem complicated and this often leads to a paralysis of action.  There is so much information, it can be hard to determine what is right for you.  Faced with too much to process, it is easier…Continue Reading

  • Give yourself an invoice


    Planning for your retirement can seem like an overwhelming task.  It is so far away and the amount of money needed to save appears like an insurmountable sum.  It is so much easier to focus on the here and now. …Continue Reading

  • Good news for people who love bad news


    After taking a holiday form blogging in the summer, I want to start up again with this 3rd quarter commentary from Geoff MacDonald, a portfolio Manager from Edgepoint Wealth Management. I know what you are thinking – “A 3rd quarter…Continue Reading

  • Looking for more content? Check out my social media.


    Don’t forget to stop by my LinkedIn and Face book pages where I post more articles and helpful resources. Of course, you can always get in touch with me and comment on the posts as well. Let m know if…Continue Reading

  • How to proactively stop stress from influencing your financial decisions


    The past few months I have written about the link between stress, health, and finances. I would like to continue the discussion by focusing on how stress can impact your financial decisions and discuss some strategies to help mitigate the…Continue Reading

  • Employee finances can affect your company’s health


    Last month I wrote about the connection between personal finances and mental well being. In that article, I mentioned that good place to start looking for help is your workplace benefits program. Many programs have excellent resources that can help….Continue Reading

  • Your finances can affect your health


    Money issues can cause stress. To anyone who has had trouble making ends meet, that may be an understatement. Thinking about financial issues can easily overwhelm your daily life affecting your relationships, your performance at work, your self esteem, and…Continue Reading

  • Are you protecting your “SELF” from theft?


    As more and more of our everyday lives happen online, we are becoming more vulnerable to identity theft – the acquiring and collecting of personal information for criminal purposes. In fact, it looks like there were more instances of identity…Continue Reading

  • 5 tips for financial success


    The last 3 months I have talked about 3 basic elements of your financial life that can either cause great stress and worry or form a solid foundation to the rest of your life: cash flow & budget, saving, and…Continue Reading