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Investment Success, Defining Financial Freedom and The Big Short

A few weeks ago I had the opportunity to spend the evening with the EdgePoint team and fund manager, Geoff MacDonald.  Geoff is outstanding at explaining  why Edgepoint invests in the companies they do and why those companies are successful. I left the meeting with 90 slides, graphs and charts,…

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The Bull and the Bear

What is Meant by Bull and Bear Markets? No one really knows the exact origin of the terms “bull” and “bear” to describe the stock market, but their meaning is clear.  The most important thing to know about these terms is that they describe long-term trends, not short-term changes.  Bull…

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The Money Bomb

  It’s a new year, and now is a great time to get back to basics.  This month I am sharing my money bomb story with you.  The Money Bomb   Talking $$$ with your partner     At some point, as a relationship grows and becomes more serious, questions…

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Share The Gift That Keeps Giving

Share The Gift That Keeps Giving Here are a few ideas to share with family and friends to help promote financial literacy this holiday season.     Kids aged five and under: Give books There are plenty of great reads for kids five and under who are just starting to…

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Post-Election Take on Taxes

This month’s newsletter comes to you as a quick video. Find out some of the upcoming tax changes that might affect you. Click below to watch the video.    November Newsletter

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3 Things To Do Before Giving into The New Car Delirium

  3 Things To Do Before Giving into The New Car Delirium What was I thinking!?    Like some of you, I have succumbed to the Saturday afternoon drives by the car dealership.    I will admit: the new car smell and shiny chrome has seduced me into a test…

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Astra 3rd Quarter Commentary

Astra 3rd Quarter Commentary

Below is our commentary that went out with our 3rd Quarter reports:   Any decline in the stock market is often accompanied by dire newspaper and news headlines, often with words like turmoil or crisis. But a more accurate word would be Normal. There is no exact reason for the…

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Astra New Team Member

Meet our new team member  Welcome Kristina! At Astra our number one priority is to provide superior advice and client service.          Kristina Jackson brings knowledge and skills that will ensure that we continue to do this.  She is our manager of client service and administration.  …

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What is a Grexit?!!

  Greece Fact of the Day: A Grexit Probably Doesn’t Apply to You   I am a fan of Carl Richards, the author of The Behaviour Gap.   Here is his recent post that I think you will enjoy.       Just in case you missed the headlines, news reports, and…

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Learning From Celebrities – Estate Planning Mistakes

Learning From Celebrities – Estate Planning Mistakes Celebrities are constantly demonstrating what not to do for estate planning.  Estate planning can be tricky and for celebrities with mega assets the stakes for heirs are enormous.   James Gandolfini’s estate is an example that we can learn from.  Fans of his…

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ReInspirement

A Workbook For Planning A Financially-Sound Retirement

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