Newsletter
Newsletter
March 27, 2020
Hello everyone, First, thank you to everyone who reached out to see if my family and I returned home safely. We did and are sitting…
March 13, 2020
Given recent events, I thought it would be appropriate to discuss the volatility – the ups and downs of your portfolio that comes with your…
March 3, 2020
Coronavirus Update In the recent days and weeks, we have seen the coronavirus spread outside of China in a more pronounced way affecting financial markets…
February 20, 2020
There are important dimensions to a retirement income plan that people often overlook. These oversights may put people in financial harm’s way. Below are 3…
January 23, 2020
It is not difficult to point out the issues and struggles existing around us and around the globe. National Post journalist, Nicholas Kristof, argues that…
January 20, 2020
For most of us, the greatest lifetime expense we’ll have is income tax. My aim is for you to pay the least amount of tax…
November 19, 2019
People often ask me how their wealth fares against others. Find out your Wealth Number and see how you compare to the world. To read…
July 26, 2019
We all know that we are supposed to buy low and sell high. Yet, most investors continue to demonstrate that they do the opposite: they…
July 26, 2019
We all live off net or after-tax income. It is what rests in our wallets and purses that pays the bills and puts food in…
March 18, 2019
You are now able to share your Assante Investor On-line profile with another person. This means that a couple can now view their combined accounts…
March 18, 2019
People understand the importance of having a will, but many do not understand the need for a power of attorney, which is often an overlooked…
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