Recent Articles

During the past several months, a few clients have expressed concerns about world events and the potential impact on their investments. Concerns cited have included the ongoing Russia-Ukraine war, rising …

Pros and Cons of Annuities

With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody …

Reading the Economic Tea Leaves

An important retirement planning skill is having the ability to “sniff out” the future direction of various factors, such as inflation and interest rates for their potential impact on future …

Financial Self-Care

Self-care is a popular buzzword, and it’s an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial …

Advice to a Future Widow

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are older than they are. So, if you’re a wife, it …

Cycle of Market Emotions

Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart below helps to illustrate the emotional aspects of investing. …