Charitable Planning

Nov 16, 2020 |Sam Rook

A novel philanthropic idea?

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Digital Estate Planning

Oct 23, 2020 |Sam Rook

Byte Sizes Episode 13

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Portfolio Longevity

Oct 16, 2020 |Sam Rook

How long should your portfolio last?

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The Tech Industry and 2020

Oct 06, 2020 |Sam Rook

Byte Sized Episode 12

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The 3 Stages

Sep 24, 2020 |Sam Rook

What’s next in the recovery?

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Other Voices - September 2020

Sep 18, 2020 |Sam Rook
I got interested in the concept of a Flywheel from reading Jim Collins’ book Good to Great. It lead me down a few rabbit holes into some really interesting and very deep looks at some businesses that have operated using the same flywheel concept. Dan...
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My Appearance at AdvisorConnect

Sep 02, 2020 |Sam Rook
I had the privilege to appear as a panelist at Wealth Professional’s AdvisorConnect Virtual Conference recently and it was a blast. I was joined by my friends Justin Castelli of RLS Wealth in Indianapolis and Mike Phillbrick of ReSolve Asset Management...
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The True Value of Bonds

Aug 25, 2020 |Sam Rook

Byte Sized Episode 11

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The Speed of Tech

Aug 13, 2020 |Sam Rook

A picture worth a million words

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Upcoming Panel Appearance

Jul 16, 2020 |Sam Rook
I am excited to announce I am appearing as a panelist at Wealth Professional Canada’s AdvisorConnect Technology- Redefining the Future of Advice Virtual Conference on July 28th. With a focus on how technology is changing the financial advice industry...
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Sam Rook

Associate Portfolio Manager & Wealth Advisor

416-842-7042 | Email me