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What’s on our mind? You can read about it in our blog. Whether it’s ideas or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, April 2, 2020

2020 has been off to a rough start, to say the least. The COVID-19 pandemic is wreaking havoc globally. Anytime uncertainty exists, stock markets tend to get extremely skittish, and understandably so. But.... Humanity tends to recover....

Friday, February 21, 2020

If you have ever tried to select your investments in a retirement plan, you probably have seen a list of available funds. It's a universal list, showing each fund, its category, and then performance results for the past 1 year, 3 years...

Thursday, January 9, 2020

2019: Strong markets, unsettling headlines, and very nearly irrelevant 2019 started strong, coming off 2018's fourth quarter bear market and continued most of the year, with only a small pullback of stock markets in May. Even U.S. bond...

Monday, September 30, 2019

Does it increase my probability of achieving my financial goals? Does it reduce risk? Does it reduce expenses? Does it reduce taxes now and/or in the long run?

Wednesday, August 21, 2019

Same Stuff, Different Day Since our last update, the headlines remain the same--fears, growth and uncertainty. First and foremost is the continuing trade war with China. We thought that more clarity would emerge over the last three...

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Friday, July 26, 2019

The 4 Laws of Financial Planning Success Teamwork: None of us is an expert at everything. More importantly, we often don't know what we don't know. Use experts and specialists to maximize your efforts and results. Focus on...

Tuesday, October 30, 2018

Get Healthy. Stay Healthy. Working with your finances is a lot like working with your health. You do what you can to stay healthy. Minimize the risks with good habits and specific behaviors. If you get injured or sick, you do what you...

Tuesday, March 13, 2018

Tame U.S. inflation greeted by rising share prices The latest report on U.S. inflation offered no surprises and that's being greeted by rising share prices in the equity markets. Canada's BNN talks inflation, rate expectations and the...

Wednesday, December 6, 2017

We constantly tell people, "We don't time the markets." Nobody can do that with any consistency. Nobody. It's usually luck when someone gets it right. It is far more important to keep your diversified portfolio within your risk budget...

Thursday, June 1, 2017

What you SHOULD be asking your advisors (and what they should be answering for you). If you think your financial advisor's primary job is to deliver market returns PLUS something consistently for the rest of your life, you're kidding...