08 June, 2022

Estate Planning: First Steps

Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on how you would like your estate affairs managed and assets distributed....

03 June, 2022 Total Client Experience

What Might Happen Next?

It’s not fun to look at your portfolio statement during normal market downturns like we are experiencing now. When will it end? I have no insider information about when things will turn around,...

26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from the pandemic. What a difference a year makes; the narrative has now flipped as concerns...

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster....

16 May, 2022 Total Client Experience

Avoidable Regrets

I took my family out for a nice dinner on Mother’s Day. Although we went to a small local Trattoria it was far from inexpensive, but the food was out of this world. Having the family together for this wonderful occasion provides memories that cannot...

06 May, 2022 Total Client Experience

Do You Remember March 23, 2020?

As human beings, we have certain behaviors wired into us. One such behavior or bias is that we often feel whatever trend is happening will continue indefinitely. It is easy for us to justify and rationalize this thought process....

21 April, 2022

Another Volatile Quarter

In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets....

21 April, 2022 Tax Planning

The #1 Thing Young People Need to Know About Investing

Warren Buffett has been investing since he was 11 years old. Today, he’s worth over $117 billion. Even with such an early start, Buffett didn’t become a billionaire until he was over 50 years old. In fact, Buffett amassed over 99% of his wealth after...

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging....

13 April, 2022

Our Perspective: Inflation, Ukraine, and the Drama of Investing

We as humans have a tendency to over rationalize the past, over dramatize the present and underestimate the future....