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investment planning

Financial Strategies for the "University Years"

Many parents wrestle with the dilemma of how much financial support to provide their children attending post-secondary programs. The costs today are much greater than what the parents paid for similar schooling some thirty or more years ago.

Investor Emotions & Media Influence

During a recent client call, the topics discussed included how the media influence people's investment behaviors. This client woke up one day with an "epiphany" thinking that a market correction was just around the corner. They did admit after a discussion that they had been reading something to that effect in the newspapers during the weekend.

Talking To Your Parents While There is Still Time

Many clients in their 50’s and 60’s are increasingly worried about the finances of their aging parents. This is especially true in an era of unprecedented low interest rates. They often ask: "How do I talk to them about their care and their finances?"