“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing in many types of investments.
Volatility is Optional for High Net Worth Investors
Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income and generate solid, consistent returns. Ultra-high-net-worth investors and institutional investors have been doing this for decades with non-traditional investments.
What We Can Learn from Canada’s Richest Families
I was on a webinar recently that featured Paul Desmarais III. Paul is the Chairman & CEO of Sagard Holdings ULC and SVP Power Corp. The Desmarais family is one of the richest families in Canada. Three things stood out for me. Click to read our blog to find out what you can learn from Canada’s richest families.
Why Freedom 55 Could Kill You
The Freedom 55 commercials were one of the most successful marketing campaigns. A Canadian generation wanted to be able to walk the beach from age 55 on. It is a great motivator to save for retirement.
How Rich Are You?
It has been reported that when John D. Rockefeller was asked by a reporter “How much is enough?” he responded, “Just a little bit more”.
Although he was one of the most financially successful businesspeople in America, his response resonates with most of us. Regardless of the riches we have accumulated, we all know others in our circles that we feel have accumulated more and we would like to have more.
Warning: Your Estate Plan May Be Hazardous to Your Spouse
Here is a statistic I believe will shock you. The average age of widowhood is just 56 years old! For men, the average age of becoming a widower is 65.*
How Much Is Enough For Your Children
Nearly every will I review looks like this: Your total net worth, divided by the number of children you have. This may not lead to challenges if you’re estate is only worth $1M and you have three or four children.
The 7 Forms of Generosity
Think of the last time you were the recipient of an act of kindness or generosity. How did it make you feel? Did it brighten up your day? Did you tell someone about it? Did it inspire you to pass kindness or generosity on to someone else? We cannot receive an act of kindness or generosity and not be positively impacted!
What’s the Purpose of All Your Money
Have you ever wondered why you have the money you have? You have means but what is its connection to meaning? To put it simply, what is the purpose of your money?
Mitch Anthony of Advisor Insights is a leading trainer for Financial Advisors. A month ago, I spoke at a national conference Mitch was speaking at. I gleaned some important insights from Mitch that I want to pass along.
The most common question I hear from clients is “Will I/do I have enough?” The answer to this question is something we regularly monitor for our clients. Mitch suggests a more valuable question to ask is “Am I managing my money in a way that is improving my life?” This requires the holistic approach our firm provides by addressing investment management, debt management, spending management, risk management, relational management, and financial & estate planning.
Willing Wisdom: 7 Questions to Ask Before You Die by Thomas William Deans
This book is a collaborative approach to the most important document you will ever write: Your Will. “When you will with wisdom, it’s wisdom that you will – this is your greatest gift.” Thomas Deans . Tom Deans is a leading consultant to high net worth families and has revolutionized the thinking around family legacy and estate planning.
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