From Our Point of View

Every month we write a Market Commentary outlining the current state of the market, the biggest potential risks and, what we are doing within the portfolios of our clients.

Your health may impact your financial plan more than you think. It’s often we think of our personal health and our financial health as two unrelated aspects of life.

The S&P 500 is sitting at new all-time highs. So, one would think that it’s also as expensive as it has ever been.

Recently many central banks around the world, such as the Bank of Canada, the Bank of England and the ECB have signaled that they need to combat inflation and begin raising rates sooner than expected.

Do you own a business with one or more partners? If so, what’s your game plan when one of the partners dies, becomes disabled or wants to retire? Be sure to address these issues early in the business, to avoid conflict and often serious financial consequences later. Here’s a summary of the key issues.

It’s easy to aim for a 100% because that means, even with terrible years in the markets, you’ll have enough money to live.