Image of young couple reviewing paperwork together in kitchen

COUPLES AND MONEY … ARE YOU WORKING TOGETHER?

Are you responsible for handling your family’s finances? Would your spouse be able to take over should something happen to you? Or if your spouse is the primary decision-maker, are you prepared to take on that role?

Closeup of professionals pointing at charts

DIVIDEND INVESTING

One of the ways to judge a stock’s performance is by the rate of growth of its share price. It’s easy to focus only on capital gains, but one often-overlooked aspect of investing is dividends. 

Woman jogging by lake and second woman on laptop

UNIQUE CHALLENGES FOR WOMEN INVESTORS

Investing for retirement can be a challenge for anyone, but women, in particular, face many unique challenges when it comes to building a proper nest egg. 

single light bulb

INVESTING IN TIMES OF UNCERTAINTY

When it comes to your important financial goals, such as retirement, it can be unnerving to see the value of your investments rise and fall. What can you do to prepare yourself for times like this? We have a few suggestions that may help you.

Young Woman With Smartphone Looking Out Cafe Window

Why Women Need to Be More Involved in Investing

Historically, it was common for the husband to take control of the family finances, form the relationship with their financial advisor, and make the financial and investment decisions.  However, times are changing, and a different approach to financial planning is needed.

Family discussing finances

A Refresher on Investment Principles

When is the last time you thought about basic investment principles and reflected on how they may impact your decision-making, goals, portfolio, and wealth? We believe this is a great exercise to do! Click below are some core principles to help get you started.