“You Don’t Know What You Don’t Know Series” – You Should Definitely Have A Will: Actually, You Should Maybe Have Two

Jun 01, 2021 |Paul Chapman

A multiple Will strategy can save you significant taxes upon our passing, and is a simple strategy that many of us need to consider.

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What Makes a Good Investor? And What Makes a Good Investment Advisor?

Nov 08, 2020 |Paul Chapman
If you’re reading this, you’re at least somewhat curious as to what really makes a good investor, and by extension a good Investment Advisor. This is something that has come up a lot in my conversations, and I wanted to finally put pen to paper on this...
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Your Meaning of Money

Aug 14, 2020 |Paul Chapman
Money matters. Most of us recognize (or try to!) that success isn’t defined by money alone. We often hear and confirm that ‘money isn’t everything’, but we have to admit that money is always deeply personal and emotional to almost all of us. Financial...
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