Smart Money Blog

January 2019 Newsletter

Smart Money January 2019 Newsletter BIG, BIG, BIG News! Prosperity is on the horizon! Our best ideas at our best pricing, and with client-focused convenience as one of our primary objectives. It’s where my own money is headed. I look forward to telling you more in the very near future. Financial Planning In Action Recently…

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December 2018 Newsletter

Smart Money December 2018 Newsletter Taking the Mystery out of the Markets Check out this quick two minute video for insight: https://vimeo.com/298282584/966ffafdaa Many of you hold investments with Value Partners Inc. Recently I had the opportunity to speak with Gregg Filmon, CEO of Value Partners. You can check out their approach to investing here: https://vimeo.com/293374395/be2653333e…

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November 2018 Newsletter

Smart Money November 2018 Newsletter Black Friday Sales: Today is Black Friday. I got up at 6:00 am because I wanted to get down to the local sports store and pick up some bargains. I hate getting up early, but I did it to save money. It makes sense to buy stuff you need when…

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October 2018 Newsletter

Smart Money October 2018 Newsletter New Staff: In case you haven’t met her already, Monika Rengel is the newest addition to our team. We are expecting her role to evolve over time, for now she can assist you with any administration queries that you might have. Market Conditions: The markets have come down a little…

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What Happens Backstage

Think about going to a theatrical production. What you see if the front-stage element – the performers, the polished production. But in order for that to occur there is a lot of things that first need to happen back-stage – the preparation. Generally speaking, clients only see the front-stage production. They sit with me, and…

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Would you like to give your kids a meaningful head start in life?

Being a parent can be like being a juggler trying to keep a bunch of tennis balls in the air at the same time. Between kid’s activities, and work, and running a household, and all of it costs money, and nobody is getting enough sleep… Okay, it’s more like juggling chainsaws than tennis balls. Blindfolded….

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Nobody Likes Surprises

I have had an interesting last few months. We have been moving in a direction that will put us on the leading edge of the delivery of financial planning products and services to clients, and probably about two years in front of the pack. But, to my surprise, we have found pockets of stubborn resistance….

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Groundhog Day

2016 – Fears of China’s economy slowing, the fall of the Canadian dollar, the collapse of energy prices, left leaning governments that seem to be guided by political agendas rather than economics… Folks, it’s super scary out there, if you let it be. Of our troubles, no man can see the end. Which is –…

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The Anti Alarmist

Hey fortune teller: How’s your crystal ball looking for 2016? Here’s a piece I wrote four years ago about predicting the future. No need to update it. It’s still exactly correct.   One of my friends is a financial journalist. Recently he said “I am of the strong belief that 2012 will bring as much…

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A Better Way to Look at Your Investments

It’s common for people to get perturbed about short term developments with their long term investments. That’s dangerous because it leads to emotional, knee-jerk reactions, and often this hasty response is to events of no lasting significance. We just went through a short bout of apprehension a few weeks ago. The question is, as concerning…

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