Life Lessons – Can we end the stigma of not talking to our family about finances? Up until recently, financial education was not something specifically taught in schools; and families are reluctant to discuss finances at home. So, is it any wonder that most children transition into adulthood with very little financial education? Unfortunately, […]
We Love Health Savings Accounts (HSAs)
Why We Have Grown to Love Health Savings Accounts (HSAs) By now, most of us have at least heard of Health Savings Accounts (HSAs) and many of us have an account. HSAs were created in 2003 so that individuals covered by high-deductible health plans could receive tax-preferred treatment of money saved for medical expenses. Generally, […]
Fishing for Returns
Fishing for Investment Returns Having just returned from our annual Canadian fishing trip and having spent lots of time sitting in the boat doing nothing, my mind had free range to roam. Most men would be thinking about the big one that lies beneath, but my mind is wired a little differently. I couldn’t help but to ponder the correlation […]
Did my portfolio beat the S&P 500?
One of the most common questions we receive from clients relates to the performance of investment accounts. It’s a fair question. You entrust us to manage your money and you need and deserve a reasonable return. It’s interesting that the nature of investor questions changes based on changes in market volatility and where we are […]
What is the Best Investment Strategy?
If you ask 10 different financial advisors how they would invest a client’s money, you’ll get 10 different answers. So, what’s the best strategy? Shakespeare believes the best investment strategy is achieved when it is derived from your financial plan with the sole purpose of achieving your life goals. An advisor could have great investment […]
