Summer Update!

Jul 26, 2019 |Paul Hart
During our June event we discussed strategies business owners can implement to retain and attract employees by offering a strong and robust benefits plans. For most employees having a strong savings and benefits program in place is one of deciding factors...
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The Benefits of Staying Invested in the Markets

Apr 24, 2019 |Paul Hart
When market volatility strikes it creates a sense of panic for investors and a strong sense of uncertainty. There is also a feeling of uneasiness with the markets and a desire to move to safer options. We have always cautioned clients to stick with a...
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Chilton in Front of Window

The Wealthy Barber on why a DIY approach for executors is often unwise

Mar 01, 2019 |Paul Hart

“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?”

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Welcome to 2019!

Feb 07, 2019 |Paul Hart
Last year was an incredibly volatile year where almost every major index and market ended up being negative for the year. The global climate with regards to trade, interest rates and geo-political issues all helped to contribute to a very volatile and...
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Changing Landscape for Business Owners

Dec 12, 2018 |Paul Hart
As we head towards the end of 2018 we wrapped up another successful year of our ongoing community educational seminar series. Our most recent session was geared towards business owners and the ongoing changes and challenges that they face with taxes and...
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Preserving your Estate

Feb 02, 2018 |Paul Hart

You have worked hard all your life and made sacrifices to build your wealth. Like most of us, you probably want to ensure that once your retirement has been secured you adequately plan for the wealth you leave behind to your loved ones.

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