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SMILE!

2019 was a gift for investors. As reported January 1, 2020 in The Globe and Mail, “Broad Market Rally in 2019 Made Investing Almost Foolproof”. Most asset classes had impressive gains last year: large and small stocks around the world, Treasuries and bonds, gold and silver and other commodities, real estate – even the futures…

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Happy New Year

Happy New Year We get excited about our work in 2020 because we get to work with such a wonderful community of clients.  Thank you.  THANK YOU!! Please call us anytime you feel like chatting; and please come to our seminars, come to our office for meetings, and please make any suggestions you like on…

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MERRY CHRISTMAS & HAPPY NEW YEAR

Merry Christmas & Happy New Year A couple of lines from the carol “O Holy Night” say it so well. “A thrill of hope, a weary world rejoices.” This is a wonderful time of year.  A special time of being together and celebrating. There is love in the world; there is reason for hope. “For…

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SHARE IT FORWARD

Would you like to inspire someone you care about? Forward our website address to a loved one and encourage them to download and read our free e-Booklet, “Wealth & Well-being, How To Be Rich”.  You may be surprised to discover how much people are looking for exactly this kind of direction in their life.  Invite…

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TYCOON J. PAUL GETTY

How to get rich?  What’s the secret? By the 1960s, oil tycoon J. Paul Getty was the richest person in the world, so people were regularly asking him for advice on how to get rich.  In 1965 he answered by writing a book called, “HOW TO BE RICH”.  The title, as he expected, caused a…

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WANNA BE HAPPIER

Increasing our happiness is within our power.  Read “The How of Happiness” by Sonja Lyubomirsky.  It’s all about how we think and how we act. And, it has a lot to do with securing wealth.  Research shows that happy people earn more money and have more money. Sonja writes: “Working on how to become happier…

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COMPOUNDING

Time $ % Time, amount invested, or rate of return; which is most important for building wealth? Time invested.  Nothing beats the power of long-term compounding.  Just about anyone can grow wealth, if they will just start early. Be an investor, start now, be patient.  Here’s the message we should be getting to our young…

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3 WAYS TO SUCCESSFULLY MANAGE YOUR FINANCES

We’re just back from Orlando Florida where we attended the LEADERSHIP FORUM 2019 conference. Financial author and commentator Preet Banerjee was one of the many excellent speakers we listened to.  We’ve actually heard him speak before, and have read his book, but it’s always interesting to listen to him.  He succinctly sums up the three…

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WEALTH FOR LIFE

It’s been over a decade since the last financial/economic crisis.  Historically that’s a long time, so it’s easy to become complacent.  But wise investors remember the past.  Just consider: 1987 Black Monday; 1988 collapse of Long-Term Capital hedge fund; 1997 Asian currency crisis; 2000 bursting of the dot-com bubble; 2001/02 accounting scandals of Enron and…

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GRATITUDE & PEACE

Today is World Gratitude Day, and International Day of Peace. It’s a wonderful day to be grateful that, irrespective of the strain, stress and strife around us, peace is the North Star that shines in the human soul, drawing us to unity; we will get there!

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Wealth and Well-being. Be truly rich.

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