Should you Die with Zero?
You’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment – in today’s podcast we discuss Bill Perkins’ book around this concept.
2022 Year End Commentary
2022 highlighted the performance benefits of portfolio diversification. Having a clear investment philosophy, not only produced superior results, but also helped provide transparency, clarity and peace of mind for our clients.
2022 Financial Year in Review and Looking Ahead for 2023
Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.
Are rising interest rates a curse or a blessing?
2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.
Teaching Kids About Money with Will Rainey
How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.