Summer 2021 Strategy Update

Jul 20, 2021 |Daniel Kelly

Here is the Kelly-Gorham Private Wealth Summer 2021 Investment Strategy Update outlining our current thoughts and positioning of our portfolios.

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Make your Will immediately if not sooner

Jul 07, 2021 |David Chilton

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

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The Wealthy Barber on how a corporate executor helps family harmony

Jul 07, 2021 |David Chilton

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

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The Wealthy Barber: How a trust company can help

Jul 07, 2021 |David Chilton

If you’re acting as an executor of a Will, consider hiring an executor’s helper

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Spring 2021 Investment Strategy Update

May 19, 2021 |Daniel Kelly
Spring 2021 Investment Strategy Update
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Winter 2020 Investment Strategy Update

Mar 26, 2021 |Daniel Kelly
“There are two times in a man’s life when he should not speculate: when he can’t afford it, and when he can.” – Mark Twain After a great 2019 in the equity markets, it is a good time to take a step back and assess the equity markets’ current state. But...
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Fall 2020 Investment Strategy Update

Mar 25, 2021 |Daniel Kelly
“The Brightside of 2020 being the worst year ever is that it will drastically reduce the amount of "hindsight is 20-20 jokes" next year.” We hope that everyone is healthy and safe. We are always available to help you. While I wish 2020 were over, we still...
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Have you made these two estate planning mistakes?

Nov 30, 2020 |RBC Wealth Management

The Wealthy Barber on what you may have overlooked in your estate plan.

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Why your digital assets should be part of your estate plan

Nov 25, 2020 |RBC Wealth Management

The Wealthy Barber on planning for your digital assets after you’re gone.

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Estate planning to avoid a family feud

Nov 17, 2020 |RBC Wealth Management

The Wealthy Barber's strategy for family heirlooms and personal belongings.

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