news & tips you can use


insights

February 13th, 2019 |

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.

Inheritances are a blessing that can relieve old debts while…

READ MORE >

February 4th, 2019 |

Newsletter, Q1 2019

First Quarter, 2019 >

READ MORE >

February 1st, 2019 |

Planning for pets

Pets are an important part of our families, yet they are often overlooked when drafting estate planning documents. Many of us…

READ MORE >

January 17th, 2019 |

Face to face philanthropy

When it comes to giving, volunteering gets to the heart of the matter.

For some, the word philanthropy…

READ MORE >

January 9th, 2019 |

Man looking at maze

2018: A year of mixed (market) signals

While the global equity markets enjoyed one of their best years in 2017, 2018 offered a different story, bookended by early-…

READ MORE >

November 15th, 2018 |

9 Simple ways to invest in you, inc.

Don’t overlook the benefits of nurturing your career.

When you think about investing, the first thing that probably comes to mind is your…

READ MORE >

November 1st, 2018 |

3 seemingly smart financial moves that could come back to hurt you

We all make money-related mistakes. Here’s how to avoid some common ones.

There are certain financial lessons we all tend to learn in life,…

READ MORE >

October 31st, 2018 |

Newsletter, Q4 2018

Fourth Quarter, 2018 >

READ MORE >

October 10th, 2018 |

Volatility has reappeared, but don’t lose focus

Recently, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Today,…

READ MORE >

October 3rd, 2018 |

Debt after death – know what you owe and what you don’t

Almost everyone dies owing at least some debt. Sometimes it’s only last month’s ordinary bills plus final medical expenses. But there can be…

READ MORE >