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January 16th, 2012New Office!
August 9th, 2011We are now located upstairs (Suite 2) at 346 Second Street (Copperfin Building) in the old Agnew and Chapman Optometry office, just down the hall from the Dr. Parrott dentist office. Our phone, fax and emails are all the same. Rita, Lori and I will be happy to set up an appointment. Stop by if [...]
Client Message Sent August 8, 2011
August 9th, 2011Once again, repeating last summer’s market selloff (when markets fell about 15%), we are experiencing some “panic-like” selling. Last summer the panic was caused by economic challenges in Greece. This summer, most of the challenges to confidence stem from the challenges in the U.S. with their debt rating downgrade and residual fear from the 2008 [...]
Market Challenges and what to do?
August 9th, 2011After sending out a note to clients yesterday, I received a few replies. It seem worthwhile to discuss the replies, since my responses may help others! One note said thanks for the note, but they didn’t really want to know the details, “as long as my plan for a transition to retirment can still start [...]
Mothers Day Run, May 8, 2011
April 27th, 2011Kenora Borealis Mothers Day Run Entry Form- May 8th, 2011 Support the Kenora and Lake of the Woods Regional Community Foundation! 100% of entries are being donated to the foundation, due to the generosity of the sponsors. There is a 5km walk, 5km run, and 10km run. Registration starts at 8:30 am, races start at [...]
DARE to be 100 – February Book Review
January 31st, 2011Longevity expert from Stanford University Professor Walter M. Bortz II, M.D. wrote this interesting, science-based book in 1996. He emphasizes that we CAN overcome our genetics (which science suggests accounts for only 15-20% of our longevity) and live to 100, if we focus on what we do! D is for Diet, A is for Attitude, [...]
Good-bye 2010!
December 22nd, 2010The Chinese curse says, “May you live in interesting times.” Whether you feel “cursed” or not, the last two or three years have definitely been interesting! In the course of our daily conversations with clients, and our interaction with all types of media, it seems as though there are two distinct world views. The majority [...]
Book review- Matt Ridley’s “The Rational Optimist: How Prosperity Evolves
December 22nd, 2010Matt Ridley is a scientist, but this book could definitely be described as an economic text. His 359 page description of a 100,000 year view of history, trade, innovation, and especially on human behaviour challenges the reader to think in a new and unique way. It might help to be a bit of a human [...]
Overcoming Cash Flow Obstacles
November 22nd, 2010One of the new projects my team is working on lately is a cash-flow management “process”. In the last year, more frequently, we have met with families that make good incomes, but are struggling with the day to day management of the cash flow. Poor day to day decisions leads to frustration and bigger challenges [...]
Greece Challenges and the Stock Markets
May 25th, 2010There has been a lot of excitement in the media lately regarding the recent volatility (mostly downward) in the stock markets of the world. The “recency” effect is’ human nature, and difficult to overcome. This effect makes us think that recent experience (good or bad), will continue indefinitely into the future. Starting in March of [...]