Monthly Archives: April 2020

Navigating Volatility

Brandon Colonna, regional VP with Invesco shared some perspective during this market correction. I invite you to watch our conversation and find some comfort through the current volatility.     A few take-away’s that Brandon shared We believe the #1 threat to your investment portfolio is unbridled emotion. Be wary of the herd mentality. Each… Read more »

We’ve Moved

Our new address is #204 1275 Broad Street. We are still unpacking and settling in but here’s a sneak peek. We hope to be able to visit you in person soon at the new location. Until then, we are working remotely and taking calls and virtual meetings.

Investment Update with EdgePoint

I recently took part in a webinar with the fund managers of EdgePoint. If you are looking for a little more in-depth discussion of investment holdings and some of the individual investment choices, then I highly recommend you watch this. (Insider scoop-I wasn’t surprised to hear how well Berkshire Hathaway was positioned. But I was… Read more »