2023 Year End Update

February 13, 2024 |Sam Rook

The market goes up / Surprise, more rate increases / Econ is still good

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Q3 2023 Update

November 03, 2023 |Sam Rook

These bonds are off the charts!

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2023 Q2 Update

August 14, 2023 |Sam Rook

Bonds, stock valuation, AI & more

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2023 Q1 Update

April 14, 2023 |Sam Rook

We’re trying something new - a quarterly update available to all of you via email and also on our website at www.samuelrook.com. It won’t be that long, and hopefully, never boring. We will focus on all sorts of important things, including...

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The Importance of Estate Planning

June 16, 2022 |Sam Rook

New Byte Sized Video

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The Income Tax Series-Episode 3

May 18, 2022 |Sam Rook

New Byte Sized Video

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The Income Tax Series-Episode 2

March 31, 2022 |Sam Rook

New Byte Sized Video

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The Income Tax Series-Episode 1

February 18, 2022 |Sam Rook

New Byte Sized Video

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Importance of Tax-Loss Harvesting

December 16, 2021 |Sam Rook

New Byte Sized Video

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3 Reasons You SHOULD Start Financial Planning

October 22, 2021 |Sam Rook

New Byte Sized Video

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Sam Rook

Senior Portfolio Manager

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