Resources

In 2020, the pandemic hit retirement communities and nursing homes especially hard, causing many retirees to reconsider their futures. In our client base, we’ve seen an increase in people wanting to age in place, in their own homes, which comes with new considerations...

With the global pandemic taking us from the status quo into lockdown over a few days back in March 2020, the world and the markets ended up looking a lot different than anyone anticipated at the start of the year. As we head into 2021, we wanted to spend this episode...

As we continue to walk through the story of the empowered investor, we’re excited to share the insights from our today’s guest, financial expert and exchange-traded fund (ETF) pioneer, Gerry Rocchi. In the last few shows, we’ve taken a deep dive into why we’re such...

Over the last couple of episodes, we’ve been exploring different aspects of index-based investing from the principles of evidence-based investing and how you can apply those principles to your portfolio, to the history of the indexing revolution. Today, we’re taking a...

Since March 2020, we’ve had to find ways to adapt to life with lockdown, quarantine, working from home and social distancing. As we changed the way we work, play and socialize, our buying and investment patterns have shifted as well. Now, with the announcement of...

In our last three shows, we covered three principles of evidence-based investing, culminating in using index-based or passively managed investment strategies to act as an engine within your diversified portfolio. But when we talk about index-based investing, we’re...

Financial planning is critical in creating a foundation for anyone wishing to become an empowered investor. Each stage of life has a specific set of issues that must be addressed to remain on track with your financial plans and today we’re zooming in on the 35 to...

In the last two episodes of our miniseries on planning, we’ve taken a closer look at the importance of the financial plan for achieving your ultimate goal of financial security. We’ve covered the key areas of focus and potential pitfalls from age 25 up to...

One of the most common criticisms we hear about the investment industry is that a lot of investors say things don't feel transparent. To remedy that problem, investment policy statements are becoming more common in the private client world and we believe they're a...