One Month In Filed Under: Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Wealth Management Published by Jack James on Jan 24, 2022 With the first month of 2022 almost in the books, stock markets are on track for one of their worst starts in recent memory. As investors worry about interest rate policy, slowing economic growth, and rising geopolitical tensions, this rocky start stands... Read more
Junuary Update Filed Under: Financial Planning | Investment Services | Special Reports and Newsletters | Tax Planning Published by Robert McLean on Jun 10, 2020 Winding through June, we find ourselves in the midst of a slowly reopening economy. ...... Read more
April Showers Bring May Flowers Filed Under: Financial Planning | Special Reports and Newsletters Published by Robert McLean on Apr 03, 2020 Historically, April has had less than ideal weather. That being said, clouds have silver linings. For April this implies that precipitation today gives way to verdant growth, warmer days and cheery gardens buzzing with life and beauty.... Read more
To 2020 & Beyond Filed Under: Estate planning | Financial Planning | Special Reports and Newsletters Published by Robert McLean on Jan 01, 2020 January 2020 The 2010s have come to a close as a decade to remember hosting no shortage of major economic and geopolitical events. The European sovereign-debt crisis gave way to the global commodity boom and bust. The Middle East was a constant source... Read more
Gardens & Portfolios: Sowing seeds of success Filed Under: Estate planning | Financial Planning | Portfolio Management | Special Reports and Newsletters Published by Robert McLean on May 01, 2019 https://www.330ramp.com/blog/2019/5/1/the-parallels-between-gardening-and-investing "To plant a garden is to believe in tomorrow" -Audrey Hepburn Days are getting longer, warmer and more sunny. As the saying goes, you know it is spring when the Leafs... Read more