Year-End Planning

Year-End Planning

As we are all eager to move into 2021 with new possibilities and moments to be had, this is the perfect time to set your sights on the life you want to be living by the time 2022 rolls around.  We’ve all experienced the New Year’s Resolutions craze, where we set...
November 2020 Market Update

November 2020 Market Update

November was an exceptionally strong month in the stock markets. Today I talk to you about: Portfolio Positioning Economic Developments Are You Wealthy? November was a phenomenal month and possibly our best month ever. As the year enters the last month I begin to...
October 2020 Market Update

October 2020 Market Update

Today I talk about some interesting developments in the mortgage market, economic truths across the world of course, the U.S. election. Cheap Interest & Your Home U.S. 30 year mortgage rates are incredibly low, around 3.01%. Yes, for the next 30 years in the U.S....
Covid-19 Where I’m Investing Now

Covid-19 Where I’m Investing Now

In the previous episode I talked about what the first thing I would do right now. That’s separating my stock and bond exposure. The next thing I want to focus on is the assets themselves. The stocks and bonds. In this episode I give out some of the ETF’s...
Covid-19 Happened What Now?

Covid-19 Happened What Now?

Covid-19 aka Coronavirus has come and left a major impact on the world. The human and economic impact has been substantial. In this podcast and video I’m going to discuss what is the first thing I would do with my portfolio and how to make changes. In the next...
Luxury Home Downsizing

Luxury Home Downsizing

Have you considered changing HOW you live? The bigger house, the maintenance, the stress? Have you considered selling your luxury home and buying a luxury condo? With the proximity to the lifestyle you love and none of the maintenance it can be a beautiful move for...