


Are You a “Risk-on or Risk-Off” Investor?
Investors’ patience has really been tested in the last 18 months or so. After 2020 and 2021, we all became a bit spoiled and expected double-digit returns in the equity markets. Our favorite tech companies were leading the pack and the companies to avoid being the...
Sound Financial Advice: Lessons I Learned From Mom
I think that it’s quite funny to say, “Mom was probably right.” When it came to money, she was old-school. Born in 1918, she was a survivor of both the Great Depression and the Auschwitz Concentration Camp. You can see why she had developed strong memories that she...
Happy Presidents Day
Time to Celebrate or Go Shopping? What strange times do we live in where President’s Day means both? For the traditionalists, Monday, February 21st marks President’s Day. It’s the day we originally celebrate our first President, George Washington, and later our...
For Love and Money… ’till Death Do Us Part
February and Valentine’s Day usually represent a time of love and everything associated with love. Romance, flowers, jewelry, fine food, and chocolates – these are all good! However, from a finance point of view, it should also be a time to discuss making sure that...