What Can I Invest In?
Investing can be very intimidating to some people. Without a feeling of knowledge, understanding, security and certainty, people may feel hesitant in investing. Can you blame them? Everyone works hard…
Saving Vs. Investing
Saving and investing can mean the same thing to some people. There is a difference however, namely the types of accounts which are available and what areas should be focused…
Quick and Easy Tips on Saving
In theory, saving is really easy to do and easy to succeed in, but why do so many people struggle? In order to be a successful saver you have to…
It’s Budget Time
Ever wonder where your money is actually going? Creating a budgeting is a very important and easy way to get control of your finances, help you save, gain disciplined, and…
July 2014 Market Commentary
Rethinking the New Normal for Interest Rates and Fixed Income Investing Everyone loves a fairy tale and so allow me to begin this commentary by telling you a story: Once…
January 2014 – Executive Summary – 2013 in Review and our Outlook for 2014
If you drive a vehicle, you know that there are so many things going on at any one time. You have to be looking ahead through the windshield, looking towards…
January 2014 – 2013 in Review and our Outlook for 2014
I have had the “pleasure” of teaching not one, but four teenagers how to drive. Needless to say, they are finding out that driving is not so simple a task…
September 2013 – Time for a Fall Check-Up
Many of our friends (and clients) are 60 + years old (including one of us) and it seems to us that without exception, we are headed this Fall for the…
August 2013 – Education, Debt and Government Grants
Quite often in discussions with clients, the topic of education comes up. Conversations typically cover three primary questions: Will my child go to school beyond High School? If so, where…
July 2013 – Market Commentary – You Say Taper, I say Tapir
“What the heck is this Tapir everyone is talking about, and why should I care?” This was a question posed by a guest at a wedding I recently attended in…