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Quick Update

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Updated Government Benefits

A few new programs announced this week. We have provided a quick summary for you.  

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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…

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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.

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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 surprise to hear how well Berkshire Hathaway…

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Market Update

The economic impact of the outbreak of a coronavirus strain has added new risks to global markets. Although each epidemic is unique, the typical pattern is: concern builds to a point where a sharp drop in confidence and/or activity hits the markets and there is a temporary decline. These events…

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February Newsletter Update

This month’s newsletter includes a quick video update.    

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How to create a positive money message for your children

postive money messages children

I often reminisce back to when my daughters were young. Maybe I shouldn’t have let them cry it out as one-year-olds. “I should have, I could have” plays out in every parent’s head. All the love in the world isn’t going to shelter us from making mistakes. The challenge that…

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Test of Time

Warren Buffett’s invaluable lessons about investing haven’t changed to this day. His words of wisdom are relevant today. This is worth the 7 min watch! Watch Here- https://youtu.be/T6HHwOoq9M4  

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Astra Client Spotlight

Astra Client Spotlight features our clients and their words so that we can gain more insight and learn from each other.   Meet Astra member, Janice Foley. Janice is a friend and client that has moved out west in retirement.  We asked her a few questions:   Tell us a…

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ReInspirement

A Workbook For Planning A Financially-Sound Retirement

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