Blog


18

Jan 2017

99 Reasons 2016 Was a Good Year 

“The progress of human knowledge will be rapid, and discoveries made of which we have no conception. I begin to be almost sorry I was born so soon, since I cannot have the happiness of knowing what will be known 100 years hence.” – Benjamin Franklin It has been my practice to begin each year’s “Wealth with Wisdom” with a focus on the many positive…

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99 Reasons 2016 Was a Good Year 

23

Dec 2016

Merry Christmas featuring Buster the Boxter

Clearly, I realize this video is a TV advert for the British retailer, John Lewis. Cleverly, it utilizes the song, “One Day I’ll Fly Away”, performed by the Vaults. (The original song was performed by Randy Crawford  and very much amplifies the commercial’s impact.) Creatively, it is a slick piece of marketing that is directly targeted to tug on our heart strings. Taking into account all…

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Merry Christmas featuring Buster the Boxter

15

Nov 2016

Top 5 Regrets Of The Dying

If you are reading this, congratulations you likely have more money than 99% of your fellow Canadians! I believe that having secured financial freedom one is much better equipped to focus on those life goals that are truly meaningful. Think of this exercise as a version of Maslow’s “Hierarchy of Needs”. Recently I have been introduced to Carl Gustav Jacob Jacobi , a German mathematician who…

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Top 5 Regrets Of The Dying

09

Nov 2016

President Trump … Really?

The best argument against democracy is a five minute conversation with the average voter.” -Winston Churchill I’m going to assume that you were a bit surprised when you woke up to the news that “The Donald” is now the leader of the free world. I sure as hell was! So the question is, now what? Well, in keeping with our investment philosophy that we can…

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President Trump … Really?

26

Oct 2016

Smart-Sounding Temptations To Sell As the Market Rose

I would classify the chart below as a classic, “a picture is worth a thousand words” illustration. Please click the image below to truly appreciate how far the U.S. market has come since 1950 or, since 1970 or, since 1990 or, since 2010. As Peter Lynch once said, “The key to making money in the stock market, is not being scared out of it.” Smart-Sounding…

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Smart-Sounding Temptations To Sell As the Market Rose

28

Sep 2016

Moments In Time Part II

In this month’s blog my topic has very little to do with “money” and everything to do with “life”. Last year in a blog I write for nonprofits, their board members, and those individuals I feel may be interested in new ideas and concepts around philanthropy I recounted an incredible experience I shared with my daughter. Specifically, watching the sun come up on Cape Spear, Newfoundland,…

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Moments In Time Part II

30

Aug 2016

Saving You From Yourself

In last month’s edition of Wealth with Wisdom during the “crisis” that was Brexit I shared with you the value of doing absolutely nothing.  If anything, Brexit was a textbook example of how, at the drop of a hat, our financial media will interpret any period of uncertainty as a full blown crisis or as Shakespeare once wrote, ” … it is a tale told by an idiot,…

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Saving You From Yourself

13

Jul 2016

Brexit … the value of doing absolutely nothing

When Anglo-Saxons said that a single central bank and a single currency without a single state would be inherently unstable, they had a point.” – Jacque Delors, a co-founder of the euro, in an interview with the London Daily Telegraph , December 2011 Not too long ago the United Kingdom voted to leave the European Union. On Friday, June 24th the day after the vote…

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Brexit … the value of doing absolutely nothing

22

Jun 2016

You Are The Enemy

The person staring back at you from the bathroom mirror every day is potentially your investment enemy. Why? Because most Canadian investors fail miserably at investing simply because they insist on buying high and selling low. As you have heard me say (or write) many times before, from my observations after 31 years in the financial services industry over 90% of one’s long-term success in…

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You Are The Enemy

11

May 2016

Smart, Happy, and Useful

Source: Derek Sivers Blog site; https://sivers.org/hsu As you are reading this feel free to congratulate yourself for possessing what 99% of the world’s population would consider as having significant wealth. Having said that, the challenge for many of us is figuring out a “life plan” that is implemented in such a way as to put this wealth to good use! In this month’s blog I again…

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Smart, Happy, and Useful


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