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August 2018 Book a Meeting Client Login
 
 
Understanding Market Volatility - Part 2
 
 

Our previous article looked at the increase in market volatility in 2018 in historical terms to put it in perspective.

The other factor to consider is where are we in the market cycle and what this might mean for you personally in terms of your own long-term financial strategy.

Many market commentators suggest that we are past the half-way mark as far as the longevity of this equity market run since mid-2009. If history is any guide, there is very likely more time left before the next recession or bear market...

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Financial Action Plan for Newlyweds
 
 

John and Jane had spent many months planning for their special day. They had also budgeted and spent many thousands of dollars to celebrate their wedding. Now what?

Since John and Jane have made a for richer or poorer commitment to each other, it’s time to do something about it; and they need to start right away. Following is a list of the primary areas that will need their immediate attention:

Get your wills made - Unless they had wills prepared in anticipation of their marriage, any wills John and Jane did have automatically became invalid* the moment they said ’I do.’...

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How to Make Your Heirs Hate You
 
 

Your death will create problems. There will be three types - emotional, legal and financial. You can do certain things now, while you’re alive, to reduce or increase these problems and make your heirs either love you or hate you.

Emotional Problems

You can increase the emotional upset after your death by leaving your affairs in a mess. Hide your will, or better still, don’t make one. Have a number of secret bank accounts and investments.

Keep the records of your assets and liabilities scattered in so many different places that...

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There is only one happiness in this life, to love and be loved.
 
George Sand
 
Mutual Funds Provided Through FundEX Investments Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.   Full Disclaimer - Privacy Notice