Robo Advisor vs. Financial Advisor

Blog “Robo Advisor vs. Financial Advisor” There has been a lot of debate, especially over the last 10 years, about the “value” that a real-life financial advisor brings to a client.  During this time, the massive growth of rob-advisors such as Betterment, Ally,...

A Checklist a Decade Away from Retirement

Blog “A Checklist a Decade Away from Retirement” For many individuals, saving for retirement is not high on their priority list until those years begin to come into focus.  As you begin the count down to retirement, the pressure can mount, and nerves can start...

Why Is the Stock Market Going Up?

Blog “Why is the Stock Market Going Up?” Despite record unemployment levels and economic uncertainty that we haven’t seen since 2008, the stock market continues to rally from it’s lows in late March.  From January 1st, 2020 to March 23rd, 2020 the S&P 500...

Is Now the Time for Individual Stocks?

Blog “Is Now the Time for Individual Stocks?” As people across the globe are being told to stay put in their homes, it’s not surprising to see some companies suffering more than others. Our normal routines are turned upside down, and so are our normal consumer...

Benefits of Buying Into the Market Over Time

“Benefits of Buying Into the Market Over Time” I’ve received several questions over the past month about where the “bottom” of the stock market is and when is the right time to buy back in?  While I appreciate that these people have sought out my advice, the...

Making Sense of Market Volatility

“Making Sense of Market Volatility” No doubt most of you would have seen the headlines the past couple of weeks as markets rose and fell quite dramatically.  While we agree there will be financial impacts felt by the global economy, we can’t help but think that...