Executive Summary Great Britain has decided, via referendum, to leave the European Union. The shock and surprise of this decision sent markets into turmoil after the result was announced. There is much to be decided, and the effects of these decisions, that will then become the basis for further negotiation…
CONTINUE READINGAre You Smarter Than A 20-Something American? There is a study from San Diego State University that found a gap in financial knowledge and behaviour in young people. The study asked the following 3 questions. See if you know the answer. Do you think that the following statement is true…
CONTINUE READINGIn the spirit of our Wills & Executor 101 evening coming up on Wed April 27th, I thought I would share a few stories from Estate Planning Mistake of the Rich and the Famous. Michael Crichton, best-selling author did leave a will but it excluded any unborn children. This is a…
CONTINUE READINGA 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,…
CONTINUE READINGWhat 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…
CONTINUE READINGIt’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…
CONTINUE READINGShare 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…
CONTINUE READINGThis 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
CONTINUE READING3 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…
CONTINUE READINGBelow 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…
CONTINUE READING