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  • 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

  • Straight from the horse’s mouth

    April,15,2021

    As an advisor, I find it very helpful to know what the people managing the mutual funds that I recommend think about the markets, the economy, and where they think they can make money. I think more investors should take…Continue Reading

  • High or low?

    March,25,2021

    I wanted to share this article from Brian Levitt, an analyst with Invesco Canada. It provides an interesting picture of the markets during the last year and questions one of the “rules of investing” – buy low and sell high….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

  • The case against DIY

    September,23,2020

    A couple of years ago I wanted a new deck.  I checked around and found out what the professionals were charging, and I thought that it was too much.  How difficult is it to build a deck?  After a little…Continue Reading

  • The difference between saving & investing

    June,15,2020

    After about 3 months of isolation we are all getting tired of reading about it so I thought it would be nice to return to basics and talk about the difference between saving and investing.  This article from Fidelity explains…Continue Reading