Put In The Hard Work For An Easier Retirement

Retirement planning has long-been regarded as both a science and an art, encompassing modeling and stress-testing for a confident transition, along with finding joy and purpose in your newfound time and accumulated wealth.

Share
Taming the Market – Part 3/3: Strategies used by pros to insulate their or their client’s portfolios

In the same way we buy insurance to protect ourselves and our loved ones, Options strategies can do the same for your portfolio. In post #2 of this 3-part series

Share
Taming the Market – Part 2/3: Strategies for a DIY investor to better insulate their portfolio

Let's explore a very simple and easy to execute strategy that individual DIY investors can implement to help achieve this type of portfolio experience.

Share
Taming the Market – Part 1/3: The Mindset

In this, the first of 3 posts on the subject matter of how to insulate your portfolio against volatility, to create a strategy you can feel comfortable staying invested in through challenging markets - we focus on a simple philosophical mindset shift that will first be required.

Share
The Missing Piece In Wealthtech May Just Be Humans

While computers and AI have improved efficiency, many believe that human concern and advice will continue to be the most meaningful part of the financial industry. FinTech works to improve efficiency of administrative tasks; which in turn gives us more time to worry about my clients wealth, wellness and well-being.

Share
How to pay less tax this year if you’re an incorporated business owner

Financial strategies such as these, when combined with valuable tax advice, can help you to build wealth and face your future with more confidence

Share
Preparing the Next Generation for Wealth – Steps for Success

In the second and final post of our “Preparing the Next Generation for Wealth” series, we look at aspects to not overlook in the planning stages and ways you can help prepare the next generation to become good custodians of the family legacy.

Share
Preparing the Next Generation for Wealth – Why It Matters

Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible. But what good is that if the next generation are ill-equipped to deal with it, either because the money comes as a surprise or because they’re too entitled to handle such a windfall?

Share
Why Are You Really Still Working?

Back in August we dedicated our blog posts to the theme of re-envisioning retirement as an opportunity to re-invent one’s life. Forbes is weighing in on the subject matter of why people

Share
Adding New Money Part 1: Choosing the REIT path

If you are a long-term buy and hold investor with a typical cash, bond and stock portfolio you might be feeling a little down right now, no pun intended. Your portfolio probably peaked a couple of years ago and has been grinding along sideways since. But fear not, for those still accumulating, this is an opportunity.

Share