Investing choices are increasingly being connected to our personal values Filed Under: Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Mike Hryn on Aug 25, 2021 A common topic in investing these days is ESG or Environmental, Social and Governance. It has long been a part of our process to ask clients about how they define these values as part of their investment strategy and general corporate responsibility.... Read more
Investing is about balancing emotion and objectivity Filed Under: Events | Financial Planning | Investment Services | Wealth Management Published by Mike Hryn on Feb 22, 2021 In the last year most of us have spent a lot more time in front of our screens for work, school or entertainment. An interesting by-product is that investors have become increasingly aware of the news and its effect on the markets.... Read more
Taking control in challenging times Published by Mike Hryn on Nov 23, 2020 Between the global pandemic and the U.S. election, the year 2020 has certainly been a test of what is in our control, and what is not. As we continue to navigate this together, it has been a year that has encouraged many people to take control...... Read more
Gratitude is key to navigating uncertainty Published by Mike Hryn on May 11, 2020 The only certainties so far in 2020 have been staying home and learning to use Zoom: who was that person who dropped in on the live-stream Easter family dinner? In previous articles, I have written about estate planning and having tough but...... Read more
Get ahead of family conversations about your estate Filed Under: Estate planning | Events | Tax Planning | Wealth Management Published by Mike Hryn on Feb 03, 2020 About a year ago our family experienced a sudden, tragic accident and life changed for us all. It was devastating but there was some comfort in knowing that we had already had family conversations about what was to happen financially...... Read more