What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio

"It's been over thirty years since Toronto Stock Market launched the first exchange-traded fund (ETF). Since that time, ETFs have gained popularity and are poised to take over the current mutual fund market." John Ripley What are ETFs, anyway? Created to give individual investors more liquid and tax-efficient products than traditional mutual funds, ETFs were [...]

Can You Ensure Your Golden Years Are Sweet?

"There is only one difference between a long life and a good dinner: that, in the dinner, the sweets come last." – Robert Lewis Stevenson. We all want our retirement years to be financially secure, but the "Golden Years" are anything but sweet for many. Even the best plans can be completely derailed by market [...]

By |2021-01-29T20:02:11+00:00January 21st, 2021|Annuities, Estate Planning, Insurance, Investing, Retirement Planning|

The Top Qualities Of Debt-Free And Financially Prosperous People

While there is no single quality that guarantees a person will be financially successful, there are some common traits the financially free have in common. I believe that anyone, especially those partnering with a dedicated, trusted financial advisor, can achieve financial freedom, no matter how small or large their salaries. There are tons of stories of people [...]

Establish Your Financial Identity and Thrive

"Knowing who you are with regard to money is a critical component of becoming more successful in life."- Angie Politarhos. Attributed variously to Plato, Socrates, or Aeschylus, the saying, "Know thyself," has popped up in self-help books for hundreds of years. When applied to a person's finances, "Know thyself" has an intrinsic self-help appeal. I [...]