Staying connected: We're in this together

April 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

March 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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david chilton in blue blazer

How the Wealthy Barber manages emotions when it comes to investing

March 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

July 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 ?

March 26, 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

January 09, 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

December 07, 2018 |Nick Hamilton

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

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Corrections are common in midterm years, and so are follow-on rallies

Mid Term Election Year Corrections and Rallies

October 25, 2018 |Nick Hamilton

When reviewing historical data dating back to 1934, Corrections, pullbacks, and volatile market moves are common in the 12-month period leading up to a U.S. midterm election.

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Market Perspective

October 12, 2018 |Nick Hamilton

Without proper context, we are all at risk of an emotional response which could adversely affect our long term growth goals.

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Performance-enhancing policies give U.S. economy a boost

August 01, 2018 |Nick Hamilton

Higher spending on technology, equipment and facilities could ease worries that S&P 500 companies have reached a peak in their profit growth.

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