Recent Articles

Reading the Economic Tea Leaves

An important retirement planning skill is having the ability to “sniff out” the future direction of various factors, such as inflation and interest rates for their potential impact on future household spending and savings efforts. “Reading the …

Financial Self-Care

Self-care is a popular buzzword, and it’s an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial self-care means practicing this with money matters …

Advice to a Future Widow

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are older than they are. So, if you’re a wife, it is more likely you will become a …

Cycle of Market Emotions

Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart below helps to illustrate the emotional aspects of investing.   The human brain constantly searches for …

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life insurance needs. A new single co-worker got …

When investment markets officially hit “bear market” territory in June 2022 – while Central Banks in North America and elsewhere were continuing to raise interest rates – questions began swirling about whether the US Federal Reserve (Fed) …