Category Archives: Education

  • Can you afford to get sick?

    June,22,2021

    If I had to pick a couple of positive points that have come out of this pandemic, it would be that many people have a greater sense of what is important in life and how important good health is. The…Continue Reading

  • Mental health and how to help

    May,12,2021

    In the past I have written about the impact of finances on our mental health. Our financial situation can often make a mental health issue worse. This is not entirely surprising as many financial challenges can coincide with difficult personal…Continue Reading

  • What does your portfolio manager have to say?

    February,2,2021

    This month I thought I would share this recent podcast from Tye Bousada, a portfolio manager and founding partner of Edgepoint Wealth Management. I know that the vast majority of investors do not really pay attention to how their investments…Continue Reading

  • Uncharted Waters: Navigating Volatility

    January,15,2021

    Much has changed for us in the last year, and when it comes to the markets, the pandemic has raised many questions. I am happy to offer this presentation in conjunction with Franklin Templeton that covers historical market shocks, human…Continue Reading

  • How small businesses can help their employees & themselves

    November,24,2020

    Let’s face it, we are living in a stressful time.  Most of us are dealing with issues that we never expected to have.  We are changing the way we behave and work, whether we want to or not. Part of…Continue Reading

  • Ignore the noise: Full of sound and fury, signifying nothing.

    October,13,2020

    Are you watching the news right now?  Are you following the US presidential election?  It is hard not to. It seems like it is being talked about all the time on all media.  As a financial advisor, I am getting…Continue Reading

  • “Normal” in the after-time

    May,13,2020

    We’ve all been in isolation for a while now and are anxious to get out and return to normal.  But will that normal be the same normal as the before-time?  We are experiencing the biggest medical emergency since 1918.  Is…Continue Reading

  • How to calculate your investment growth

    January,31,2020

    Year end statements for 2019 are arriving, so I thought it would be a great time to share this short video from Edgepoint that explains the proper way to calculate your investment return.  It also goes over the difference between…Continue Reading

  • Be resolute

    January,23,2020

    Happy New Year everyone.  I hope you all have a great year! Have you made any resolutions for 2020?  Have you set any goals?  Have you completed your goals in the past or are does your motivation decline as the…Continue Reading

  • Tis the season – of debt.

    December,4,2019

    With the holiday season upon us, our credit cards are starting to take a beating.  For a lot of us, this time of year puts a strain on our finances.  Unfortunately, there is pressure to find the perfect gift for…Continue Reading