Fall 2024 Investment Strategy Update Daniel Kelly Private Wealth

October 24, 2024 |Daniel Kelly

Prediction is very difficult, especially if it’s about the future.” ~Nils Bohr, Physicist

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The Wealthy Barber on how a cottage can complicate estate planning

September 23, 2024 |RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

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Video: The Wealthy Barber: Is your Will’s executor ready?

August 30, 2024 |RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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Video: The Wealthy Barber wants to know: Are you making a Will?

August 30, 2024 |RBC Wealth Management

Why you should make a Will and include an up-to-date net-worth statement

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Summer 2024 Investment Strategy Update Daniel Kelly Private Wealth

July 15, 2024 |Daniel Kelly

“Every month Visa and MasterCard call to compliment me … They tell my balance is OUTSTANDING!” ~Tom Cotter, Comedian

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Video: The Wealthy Barber: Settling estates and being an executor is becoming more complicated

April 30, 2024 |RBC Wealth Management

Being an executor can be stressful. Are you ready for the job ahead?

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Video: The Wealthy Barber’s ageless estate planning advice

April 30, 2024 |RBC Wealth Management

David Chilton's guidance on Wills, powers of attorney hasn't changed

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Spring 2024 Strategy Update Kelly- Gorham Private Wealth

April 10, 2024 |Daniel Kelly

"Trying to predict inflation and interest rates is like trying to catch a greased pig at a county fair – you might think you have a grip on it. Before you know it, it's slipped right through your fingers, leaving you wondering what just happened!"

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Winter 2024 Investment Strategy Update Kelly- Gorham Private Wealth

January 12, 2024 |Daniel Kelly

Here’s some good advice to start off the New Year: “Before you criticize someone, you should walk a mile in their shoes. Then, when you start criticizing them, you’re a mile away and they’ve gotta run after you in their socks.” Lee Child

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Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

November 29, 2023 |RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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