Blog

STICKY MONEY — Secret Sauce for Life Income

What you find in this site will help you attract, build and enjoy Wealth for the Lifestyle you choose!  Despite the money-problems people have these days, and the fears of what it can mean to lose life-savings, there are simple solutions to MAKE YOUR MONEY STICK TO YOU ...so you never run...
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LIFESTYLE AND INFLATION, preparing for …

Two vital areas where financial advice can fall short touch Inflation and Lifestyle.  If a time horizon were short, neither of these would matter so much.  But as you think about your personal goals and how we secure the path for your future, Inflation and Lifestyle are absolutely vital to our planning.

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INVESTING FOR RESULTS!

What matters more for your investing?  Costs? Risks? Results?  All three of course, but the media are whining endlessly about just one of these, as if costs were the predominant factor in building wealth.  What matters to you and to me, surely, are the NET RESULTS of our investing, the value of ADVICE,...
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Happiness and Wealth (Feb.2017 Letter)

What would it be like if money could buy happiness?  Would this be a good thing?  If you could flip a switch and suddenly be wealthy and happy, how would this be?  Or if years of diligent savings had prepared you to enjoy a life of leisure and luxury travel, would this...
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Value of Advice — January 2017

I have happy news and gems for you making this one of our most important letters of the past 5 years.  Get your favourite beverage (and chocolate?) and let’s dive in.   First we recap a successful 2016.  Second we look at the advisor-client relationship, and as you’re paying...
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