Smart Money Blog

Making Decisions That Are Consistent With Your Objectives

Lately I have seen people want to do things with their finances because it seems to be a good idea. Do this often enough and you end up with a series of things that seemed like a good idea at the time. Financial planning is more strategic than that. It’s about identifying what is important…

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Additional investment columns

For compliance purposes, going forward most of my investment columns will be located here… https://bradbrainfinancial.com/investments-acpi/category/investmentblog/

Also posted in Investment Management, Money Management |

Life in 1985

Many years ago, a friend won a bursary when we graduated from high school. Recently she came across the newspaper that contained the bursary announcements. With a bit of nostalgia, she shared the newspaper page on Facebook. Our classmates chimed in with, “Wow, has it really been that long?”, and “I remember that!”, and “Those…

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Also posted in All Columns, Retirement Planning |

What Keeps You Up at Night?

It’s 3:00 am and I can’t stop thinking that I need more permanent life insurance. Specifically, cash value whole life insurance. And now I can’t get back to sleep. No, I didn’t just get a bad medical diagnosis. In fact, I just took more than a minute off my recent best time for a 5…

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Also posted in All Columns, Estate Planning |

My Little Baby is a Teenager!

This was a special week in the Brain household. My little girl is now a teenager! Time sure does fly. It wasn’t that long ago I could cradle her in the crook of one arm.     It makes me think how quickly time is passing. In three short years she will be driving. In four years…

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Also posted in All Columns, Education Funding |

Life in a Northern Town

My expertise is in retirement income planning. I can assure you that the number one fear that clients have as they approach retirement is running out of money. I have been a professional financial planner for a quarter century. When it comes to retirement income, there has always been the fear of finding out that…

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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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