Blog

This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.

2018 Federal Budget Highlights

2018 Federal Budget Highlights

On February 27, 2018, the Liberal federal government presented its annual budget. There are minimal impactful changes for personal tax issues, however, please see attached budget highlights for additional information.

Continue reading..

Twenty-Five Years of Financial Insights
(Part 15: Ten Timeless Tips for Financial Goal-Setting)

Twenty-Five Years of Financial Insights (Part 15: Ten Timeless Tips for Financial Goal-Setting)

Well, 2018 is already rolling along at a rapid rate. Can you say the same about your New Year’s resolutions? What’s that, you didn’t make any? That’s okay! You don’t have to set New Year’s resolutions, but my 25-plus years of experience has taught me that you stand the best odds for achieving your goals if: (1) you’re mindful about setting them at some point, (2) you write them down and assign a desired deadline, and (3) you regularly review how you’re doing.

Continue reading..

Asset Location vs. Asset Allocation

You should have already received your Assante 2017 year-end statement. These statements will provide calendar year and annualized rates of return for each of your individual accounts and a weighted-average considering all accounts as a total portfolio.

Continue reading..

Twenty-Five Years of Financial Insights
(Part 14: Three Phases of a Purposeful Retirement)

Twenty-Five Years of Financial Insights (Part 14: Three Phases of a Purposeful Retirement)

They say you’re only as old as you feel. Well, if they’re right (whoever “they” are), I’ve been known to grow older or younger by decades … all in the span of a single day! My clients, many of whom have been with me for years, seem to experience these same sorts of ups and down, especially as they near that momentous day called retirement.

Continue reading..