10 October, 2019 Total Client Experience

Stock Market Corrections – 7 Things You Should Know

With all the media talk of stock market corrections, I thought a reality check would be in order. Here are 7 facts about market corrections that you may not be aware of....

3 October, 2019 Total Client Experience

We Won the Lottery of Life

I recently walked into the Loblaws close to my house and stopped just inside the front entrance to gaze at the approx. 40,000 plus wonderful food items from all over the world, that I could take home. It struck me how incredibly fortunate we are to have...

31 July, 2019 Total Client Experience

How to invest like the greats

What is the best way to learn how to do something really well? Simple, just look at people who excel at that task and copy them. Let’s look at investing. To build wealth, all we need to do is follow the incredibly simple advice offered by great investors...

16 July, 2019 Total Client Experience

Are you open or closed minded?

I’m just guessing, but I would bet that most people feel that they are more open minded than the average person. That is simply impossible. Being open minded is, without question, one of the most important attributes to success with business, money and...

18 June, 2019 Total Client Experience

Bill Gates Feels You Worry About the Wrong Things. I agree

The longer I live, the more I realize that humans are just beginning to learn how to use our brain and think properly. Our existing poor thought processes lead to many bad decisions that affect our everyday lives and finances. For example, it is startling...

15 May, 2019 Total Client Experience

My Trip to see Warren Buffett

My son William and I just got back from Omaha, Nebraska, the site of Warren Buffett’s Berkshire Hathaway annual shareholders meeting. This annual event has developed into quite the spectacle. Over the decades, the meeting has grown from a small gathering...

26 April, 2019 Total Client Experience

How Did Market Timers Do Last Fall?

In and around March 2008, or about six months before the financial crisis, a number of top US economists met with President George Bush and unanimously agreed that 2008 should be an okay year. Six months later the world was hit with its worst financial...

8 April, 2019 Total Client Experience

Getting Busy on the Proof

John Kenneth Galbraith once said, “Faced with choice between changing one’s mind and proving that there is no need to do so, almost everyone gets busy on the proof”.  ...

8 April, 2019 Investment Services Special Reports and Newsletters Total Client Experience

How much has your investment made? Here is how NOT to do it

The market value and book value of your investment is $50,000. You are unhappy because you believe that you have not made a profit. The problem? There is a very high probability that this assumption is incorrect....

8 April, 2019 Total Client Experience

Your investment time horizon is not what you think it is

One of the biggest financial mistakes made by people is to completely misunderstand the time lines for their portfolio. Client’s often tell me something along the lines of, “I am retiring in 5 years, at age 65, I only have a 5-year time horizon. I can’t...