Three reasons to stay home this summer

I don’t know about you, but when I hear the words “fun in the sun”, my mind is automatically transported to a white sandy beach or a scenic European town – basically, anywhere but here. Which got me thinking......

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Artificial Intelligence: How many fingers am I holding up?

AI has been one of the buzzwords (letters?) of the past year. Tech companies, eager to prove they’re the best in the game, are racing to get ahead of each other with the latest software and advanced strategies. It’s clear that however......

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Handcrafting your investment portfolio means understanding the stories

Over the years I’ve found that some clients want a high level of detail when it comes to their investments, while others just want to know if their portfolio is performing to their expectations. There’s nothing wrong with either approach......

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Investing in real estate? Build a strong foundation.

One of the most exciting days has finally arrived as you grip the cool, comforting metal in your hand. It’s the key – not just to your new home, but to the next chapter of your life. As you open the door......

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Looking at the big picture

Inflation and interest rates dominate the headlines. I know, it’s a downer, right? But there’s no point in tiptoeing around it......

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Is social media our best source for financial literacy?

How sound is the financial advice you're receiving on social media? It depends on what you’re looking for......

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Investing choices are increasingly being connected to our personal values

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....

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Investing is about balancing emotion and objectivity

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....

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Taking control in challenging times

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......

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Small businesses are vital for a strong local economy

All that people are talking about these days is that 2020 is the strangest year in recent history -- and the markets seem to be as bizarre as everything else....

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