November 2018 Book a Meeting
 
 
Putting You in the Picture

It is that time of year again when news broadcasters turn our thoughts to the how the world and the investment markets may run into trouble. There are special reports stating that markets are at record levels, interest rates are rising, Trump, Trump and more Trump, trade deals, China, the end of globalization, inflation is rising, inflation is a non-factor...well you get the drift.

You can pick any number of reasons to be nervous but the reality for most people is these macro-economic factors have little bearing on your personal situation.

Let us put you back in the center of the financial picture of...

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Boomer Advice to Young People: Invest Early & Diversify

When asked if they had any regrets, Baby Boomers wished they had started investing and saving at a much earlier age. Hindsight being 20/20, the Boomer generation can pass on some much needed advice and guidance to their kids and grandkids.

It is normal for younger people to focus on earning money to accommodate their lifestyle but few have the foresight to pay themselves first. It is easy for younger generations to imagine their whole life ahead of them and have the attitude that of course I’ll be financially set when I’m ready to retire’.

Invest Early and Often

Beginning to invest early in life can help...



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Holidays: The Best Time to Talk About Estate Planning

The holidays are a time for family to gather together and share in the warmth of the season. If family members live at a distance, the holidays also provide one of the only opportunities of the year when adult children can sit down with their parents and siblings to discuss practical matters.

As we speak with our families about the well-being of our parents and planning for the future, the topic of the legacy that they will leave behind may come up for discussion.

While it may seem an inappropriate conversation to have as the turkey is being passed, in the right circumstances, the holidays can provide the perfect setting for a relaxed...



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Life is 10% what happens to you and 90% how you react to it.
Charles R. Swindoll
 
Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the Information Folder of the segregated 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.
 
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