Happy Father’s Day

Happy Father’s Day from our family to yours. Our Brand Manager interviewed a few staff members on how their father made a difference in their life.

The Keys To Happiness

Research has shown that once you get past providing for your basic needs, additional money doesn’t materially increase your happiness level. Aside from gaining more money and taking medicine, there are other strategies to gain happiness.

2019 Q1 Investment Report

2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.

How We Incorporate Financial Literacy Into Our Lives

Happy Financial Literacy Month; April is the time to reflect on personal finances, strategies to improve our financial literacy, and celebrate past successes. Our advisors reflect on how they incorporate financial literacy in their lives.