It's Time to Become Less Distanced From Your Financial Affairs

Sep 22, 2020 |Nick Hamilton
It’s Time to Become Less Distanced From Your Financial Affairs By now we have all become accustomed to going about our lives with physical and social distancing protocols everywhere. That said, one thing is abundantly clear to me as a local financial...
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Have you talked to your family about estate planning?

May 05, 2020 |David Chilton, The Wealthy Barber

The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.

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Market Recoveries: Using History as a Guide

Apr 08, 2020 |Nick Hamilton
Market Recoveries: Using History as a Guide These are certainly interesting times we are living in. It’s a highly unusual situation as we collectively work together to focus on slowing the pace of infections. Health is our focus as it should be. Health...
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Staying connected: We're in this together

Apr 07, 2020 |Nick Hamilton
Staying connected: We’re in this together. We continue to find ways to stay connected with our clients, family, and friends at this time despite the physical isolation that everyone is enduring. There have been meaningful developments recently with respect...
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Disruptions and Decisions

Mar 13, 2020 |Nick Hamilton
I wanted to continue with a flow of information regarding recent events. Markets continue to be disrupted by a growing number of fears but mainly around the Coronavirus as well as the de-stabilizing change in the price of oil last week. This latter issue...
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How the Wealthy Barber manages emotions when it comes to investing

Mar 12, 2020 |David Chilton

Author and investor David Chilton offers tips for dealing with market turbulence.

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Improve your Chance of Long Term Investment Success

Jul 18, 2019 |Nick Hamilton
“It’s not the behavior of the Investment that matters most; it’s the behavior of the investor” One of the most important concepts to understand in order to maximize your success with investing is how your emotional programing can play sabotage to your...
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What is Tax Planning ?

Mar 25, 2019 |Nick Hamilton
What is Tax Planning and why is it so important? It’s tax time again, which means we all have to reconcile our outstanding tax bills with the government. It’s a fun time to be sure! We have all heard the old adage that there are 2 certainties in life...
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Range of Stock Market Returns - Short Term vs Longer Term

Jan 08, 2019 |Nick Hamilton
With the ongoing market volatility, I wanted to share some perspective on stock returns. Please see the attached chart from JP Morgan. Short term, the behavior of stocks can sometimes be viewed as erratic, with a wide range of return outcomes over shorter...
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Don't Let the Math Scare You

Dec 07, 2018 |Nick Hamilton

As the old saying goes: ‘Failing to Plan is planning to Fail’.

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