YOUR WELL-BEING

We are proponents of living a life of health and fulfillment. If desired, we will work with you to establish annual goals so you can enjoy your life goals for many years. It is very important to us that we balance the business of wealth management with your personal well-being. Our newsletter, “Family Wealth and Wellbeing,” is tailored with this in mind, in hopes that it educates and inspires you to recognize the need for maintaining both.

Are you in the people business?

Do you have a daily destination – a place you visit, like a local restaurant such as Tim Horton’s, Starbuck’s, etc.? I do.  But for me, it’s not about coffee. In fact, I’m not particularly fond of coffee. So why do I make Starbucks a daily routine? It’s their exemplary . . .

Read More

Do you know the ‘The Rest of the Story’?

Years ago, there was a radio program hosted by Paul Harvey, which consisted of stories on a variety of subjects, presented first as facts. A key element of each story was held back until the end. The broadcasts always concluded with the tag line “And now you know the rest of the . . .

Read More

The High Cost of Low Trust

2008 was a very challenging year for many of us. The fluctuation in portfolio values was substantial, and individuals were genuinely worried. In some cases, they were frantic about what the future held. At the Economic Forum that year in Davos, Switzerland, world leaders in economics and business gathered, as . . .

Read More

It’s Your Choice

Recently I was talking with a number of my retired clients.  They were offering me their perspectives and experiences.  The conversations ultimately came to the physical nature of their working generation compared to today and to an old saying… “There is no pleasure without pain” …. A well-known phrase that . . .

Read More

Don’t Be Afraid

None of us can ignore the Boston Marathon bombings or the plan to derail a Via Rail train. These two events remind us that terrorist attacks don’t all happen on foreign, hostile soil and, in fact, can occur closer to home. These unspeakable, irrational acts have the ability to immobilize . . .

Read More

What is Real and What is Not?

We all gain nuggets of knowledge from our parents, yet sometimes they only gain relevance as we get older. The worry is that it’s sometimes like the flood gates have been shut for a number of years and then slowly they open up and we get a rush of those . . .

Read More

It’s a Choice and a Necessity

We have all heard stories from our parents about how they walked five miles to school, uphill both ways. Some of these stories are prone to embellishment or, I dare say, fabrication. The fact is however, that many of our predecessors had much more physical lives than us; the difference . . .

Read More

The Basic Choices for Investors and the One We Strongly Prefer

Recently I was in my dentist’s office listening to two professionals discuss investing. Each started by crystal balling what the future had in store for us. As the conversation continued, one individual revealed that investing was gambling with the inference being that it is no different than buying a lottery . . .

Read More

Younger Next Year

What a concept as we age we actually get younger. We would feel better, have more flexibility, and be able to engage in more activities especially at a time where we have more disposable income to do those things that are important to us. So let’s examine this ludicrous statement. . . .

Read More

A Tale of Two Families

Welcome to the second issue of Family Wealth and Well-Being. Family Wealth and Well-Being is a combination of my professional interest in investment and wealth management along with my personal passion for establishing and engaging in rewarding personal relationships with individuals who want to ensure they live life to the . . .

Read More

Sways

Welcome to the first issue of the Family Wealth and Well-Being e-newsletter. This newsletter will be distributed 4-6 issues annually. Family Wealth and Well-Being will be a combination of my professional interest in investment and wealth management along with my personal passion in establishing and engaging in rewarding personal relationships . . .

Read More