Blog

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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Kill a DEBT MONSTER

As they say, a picture is worth 1,000 words.  And this particular picture can save you a thousand dollars, or maybe a million?  Move the decimal, the comma, wherever you need.  But you surely know the difference between good debt and bad debt.  Good debt is where you've borrowed to invest in...
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Snowbird Travel Check-List

Just-in-time for your upcoming travels (or for parents and friends) here is a SNOWBIRD CHECKLIST to keep your travel plans safe and protect your home during the time away. You wouldn't want to be like Fred and Mary (or their kids!) where the lack of this planning put them down more than...
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