Insights from our Team of Experts
View our collection of resources, articles, and industry trends!
Are Your Investments Hurting Others?
Our investments can harm others, or they can help others. And helping need not detract from performance. We can avoid hurting and pursue helping while we generate solid returns.
How to Have Peace Amid Economic Uncertainty
It seems that everywhere I turn, and likely you turn, we are faced with this current trend of unsettling news. It could be easy to succumb to the headlines around us and become anxious and...
What To Do When Your Kids Don’t Share Your Values
Nothing happens without relationship. Our goal should be to spend time with our children to build a stronger connection and grow our relationship. Enter your child’s world and grow in your understanding of their values,...
Canada Wins Gold, USA Botches the Transfer. Which One Are You?
The recent Olympic 4 x 100 men’s relay is a great metaphor for family wealth transfer. You can have great team members but if the baton is not transferred well, you will have a disappointing...
Do the People Who Know You Best Love You Most?
An irony of life is we do not know when it will end. Yet we typically live as though it won’t. Don’t assume you have a lot of time to work on the items required...
Don’t Miss the Season to Create Exceptional Wealth
If we slow down enough to consider what we value most, we recognize that loved ones and relationships are our most valuable assets.
What Will the Federal Budget Mean for Higher Net Worth Families?
The recent federal budget had enough changes that I want to give you a summary of the key items that could impact higher net worth families. Here’s what you need to know.
3 Steps to Keep Your Money from Wrecking Your Kids
It is hard to walk the fine line between using our money to bless our kids and over doing it such that our financial blessing starts to become a curse. Consider these three steps to...
Four Steps to Unleash Your Generosity
The demands of all the urgent things in our life keep us from focusing on the important things. After nearly 30 years providing financial advice, I believe the following four questions are the most important...