How to Invest a Cash Lump Sum

Increasing our savings and making good investments helps us increase our wealth. While this is true, we also become wealthy from a sudden cash lump sum. This usually occurs 1 of 3 ways: 1) Selling a Business At some point, entrepreneurs sell their business (hopefully for a large amount)....

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Re-affirming Our Investment Management Approach

2020 has been a year of wild volatility. The market is up on recent news of COVID-19 vaccines, but we remain cautious for 2021 as many risks still pose a threat to the markets. Global economies are tight-rope walking to recovery and industry earnings growth is still minuscule for many.  While it...

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Annual Investment Audit 2020

Our annual investment audit 2020 is here! Investing in 2020 was about being resilient, resisting the urge to sell, looking for opportunities, and rebalancing after things have calmed down. We believe that 2021 will be about going global as sectors and markets affected by lockdowns start to...

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6 Overlooked Habits to Increase Your Wealth

Our job is to advise on the creation and maintenance of people’s wealth. As a result, we have spent countless hours studying high net worth (HNW) individuals. From our experience, we have found the wealthiest individuals to display 6 common habits. 1. They Make Money in Their Sleep As kids,...

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Key Investment Idea: What, When, How?

What, When, How? These are the three questions that every advisor and every investor will have to consider at any given time.  Of the three, the most difficult is “When?” In other words, do we buy at today’s prices? Do we wait a month? Do we buy when the stock market reaches a certain...

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How to Capitalize on Today’s Markets

The worst single-day decline since 1987. The worst week since the financial crisis. After 132 months, COVID-19 has ended the longest bull market run in history. Does this mean the good times are over? History would say no. Rather, in every market correction since the 1950s, the S&Ps...

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Retirement Myths Debunked (Part II)

Myth #6 - You need that initial level of retirement income, indexed for the rest of your life. I’m sure you can come up with a list of things that don’t fit the “set it and forget it” philosophy. Set the cruise control and forget it. Set the room temperature and forget it. Invest in a...

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