As we’ve done for a number of years in a row now, we took some time out of the office while the girls were on their Winter Break. We had a nice time together and got some visits in with some friends and family. We hope you all had a
As 2023 winds down and we get ready for the Holidays, Natalie and I would like to wish you all a wonderful finish to the year. As many of you probably remember, we try to match up our Christmas Holidays with the girls’ winter break. This year, I will be
2023 has been a strange year. It’s been a year with a fairly strong Global Stock Market and a lot of good economic news, but with what seems like half the population feeling like the economy is bad! There’s no doubt that high prices are part of this. Those hit
After a tough 2022, it’s been nice to be able to report back that we have had a good start to the New Year with some nice gains on the market. Last year was a very tough year. Although we started out with a lot of promise going into 2022,
The goal of financial planning is to build enough assets, by the time you retire, that the income earned from investments (including pensions etc.) will provide you with your desired lifestyle, without the need to get out of bed and go to work. Simple, right? All other discussions relate
If you are anything like us, you were very happy to see the end of 2020. Obviously, we didn’t think that things would magically get back to normal in 2021 but we came into the New Year with some more optimism and hope. Unfortunately, we’ve already had our fair share
There are common misconceptions about the value of working with a financial advisor. Some believe you have to be rich to be worthy of financial advice. Others take a DIY approach, believing that online resources will guide their needs. Some people feel that they are too young, too old, or
When their investment savings plummeted in the 2001 stock market crash, Adam and Sonya were concerned, but not panicked. Retirement was a long way out, so they had plenty of time to recover. The couple decided to try their hand at ‘timing the market’ (buying and selling stocks based on
In his early July testimony before Congress, US Federal Reserve Chairman Jay Powell. Mr. Powell stated that the Fed funds rate will be reduced, given lower than expected U.S. inflation. This follows on the heels of President Trump’s demands for lower interest rates to help support the economy and more
If you’ve been paying attention to business related news over the last few months, you’ve likely heard a lot about Interest Rates and the potential of a Rate Cut. On July 31st, we officially got news that the Federal Reserve was reducing rates by 0.25% in the United States. There
Although Canada is still struggling with lower oil prices and a major political scandal in Ottawa, the Toronto Stock Exchange continued to move upwards in April. It’s been a fantastic start to the year for many markets around the world and the TSX hit a record high on April 24th.
We had a wonderful Spring Break here in Calgary and had a lot of family time with the girls. We did a number of activities right here in Calgary including a fun day downtown. We met up with some friends and family and got in a few meals at local
With the December market correction in both the US, Canada and elsewhere slowly receding into the past, it is a good time to review what exactly happened and how clients have reacted to the recent events. To put December into context, it was the most severe correction late in
Although the economies of Canada and the United States have been chugging along nicely (with Canada at or near full capacity according to the Bank of Canada), we struggled through an awful 31 days last month on the market. It was one of the worst Octobers since the Financial Crisis
It’s Stampede time here in Calgary but the ride I’m referring to has more to do with the United Kingdom voting to leave the European Union than any amusement park! The last day of June saw an incredible panic as the big British Vote which many expected would favour a
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We serve individuals, families and businesses in the Mission area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
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