Make 2018 The Best Year Ever

December can be an insanely busy month, but it’s also the ideal time to find some space to grab a cup of hot chocolate and plan your New Year’s resolutions to help make sure 2018 unfolds the way you want it to. And yes, a lot of people find New Year’s resolutions lame, largely because they know they don’t work! Or at least for them. There’s a reason, after all, that fitness club attendance spikes in early January then plunges off a cliff come February. Several surveys suggest…


A Christmas Thought…

As we move into the Christmas season I am often reminded of an awesome story that I heard years ago, which has been a constant reminder to me of the original spirit of Christmas. The story goes something like this…One Easter Sunday morning, a pastor came to the Church carrying a rusty, bent, old bird cage and set it by the pulpit. Several eyebrows were raised and, as if in response, the pastor began to speak.


How To Outperform Investment Managers

Here’s why we use index mutual funds and ETFs in accounts we manage and why we recommend them for just about everyone.

A recent research study shows that 93 per cent of all US stock funds that were professionally managed were outperformed by their respective index benchmark over a three-year average.


Three Planning Techniques for Your Best Year Yet

This is the time of year that things begin to wind down for the holidays and, as it gets darker, we turn inward and start reflecting on the past year and looking towards the new. Personally, I find that doing this type of work early sets me up for January and has me hit the ground running instead of waiting to the new year to plan and then feeling behind.


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