Author: admin

I’ve seen it over and over, my entire Financial Advising career; there are always people trying to guess when the best time to invest is or when to cash out…

Is “the market” getting ahead of itself?  Sure, things are looking better than they did a couple of months ago but, there still is a lot of uncertainty out there. …

All of us have money coming in every month.  It comes in and it goes out, month after month.  That is why they say money makes the world go around. …

Finally!  We are starting to open things up again.  On Sunday May 24th I was out getting a few things.  Despite having to wait in a line to get into…

On Wednesday May 13th I attended 2 virtual meetings with one of our investment management teams.  In past years, Cheryl and I have flown out to Toronto to attend these…

We have just experienced the 2nd best 25-day rally on record. #1 was in early 2009.  The question is, have things gone up too far too fast?  Will we head…

There has rarely been an opportunity to add as much long-term value to an investment portfolio as there is right now.  Why this is the case has a lot to…

When you see something on sale for an incredible price, one that is lower than you have seen it in 4 or 5 years and about 30% cheaper than it…

As the question goes, “I have good news and bad news.  What do you want to hear first?”  Well, since you can’t answer that, I’ll start with the bad news.…

I’ve been overseeing portfolios for clients and advising on financial matters for 32 years and 11 months now.  A little over 6 months into my entry of this profession, I…