Understanding Market Volatility – Part 2

Our previous article looked at the increase in market volatility in 2018 in historical terms to put it in perspective. The other factor to consider is where are we in the market cycle and what this might mean for you personally in terms of your own long-term financial strategy.   Many market commentators suggest that […]

Financial Action Plan for Newlyweds

John and Jane had spent many months planning for their special day. They had also budgeted and spent many thousands of dollars to celebrate their wedding. Now what?   Since John and Jane have made a for richer or poorer commitment to each other, it’s time to do something about it; and they need to […]

How to Make Your Heirs Hate You

Your death will create problems. There will be three types – emotional, legal and financial. You can do certain things now, while you’re alive, to reduce or increase these problems and make your heirs either love you or hate you.   Emotional Problems You can increase the emotional upset after your death by leaving your […]