Are You Getting the Wool Pulled over your Eyes?

7 June, 2017

Rarely does a day go by when we don’t’ hear so-called “investment experts” pontificating about getting in and out of the markets as if they have some kind of superpowers that can make the correct calls on a consistent basis.... Read More

A Record Breaking Bull Market? Not Really! Get Ready for the Bear.

8 September, 2016

A bull stock market is everyone’s favorite animal until the bear shows up and creates havoc, especially for those investors who treat the market like a casino.  So, how does this stock market run compare to the Bull markets of the past and what we can...... Read More

The Exit of Britain from the EU. Folly or Brilliant?

24 June, 2016

The British have once again stood their ground, and have voted for sovereignty control from what they feel is an oppressive European Union and for this I congratulate them. Perhaps, this is just the beginning, as Sweden ,Scotland , France and others ...... Read More

Opportunity Knocks one last time in 2016; Tax Sheltering Strategies not to be missed!

16 June, 2016

The Federal Government has passed into law certain changes to Universal Life (UL) Insurance Policies that will significantly curtail the amount of money that can be invested and tax sheltered within these policies. Robert Roby and Betty-Anne Howard had...... Read More

How Rising Interest Rates Can Affect The Stock Markets

2 October, 2015

The most common effect of increasing interest rates is to control inflation. Inflation is caused by having too much demand for goods for too little supply which causes prices to increase. By tightening the availability of money to purchase goods, inflation...... Read More

A Welcome Market Correction

24 August, 2015

As you may be aware of, the stock markets have been misbehaving of late. So, what is going on?  As I predicted in my blog two weeks ago, what we are seeing is a market correction after a few years of record making stock market increases. Not only is ...... Read More

10 Habits of a Successful Investor

2 March, 2015

Like a fitness regimen or an efficient work routine, successful investing is a matter of consistently applying sound principles. You start with a goal, develop a strategy and follow through with an action plan that includes ongoing contributions to your...... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.