Day: November 3, 2014

When the market becomes a roller coaster, remember these truths:

Well, it has happened again. Volatility in the equity market is affecting investor sentiment. There are increased calls to the office about Ebola and how it is affecting the markets. Client meetings are centered around the price of oil and how it will affect retirement plans. However, this is no surprise. We expected the inevitable …

When the market becomes a roller coaster, remember these truths: Read More »

You died…Now what happens to your assets? A step by step guide.

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Monday, November 17th between 12:00 and 1:00pm. It doesn’t have to be complicated. Estate planning …

You died…Now what happens to your assets? A step by step guide. Read More »

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