Holidays

The Power of Thanksgiving

The Power of Thanksgiving

I am continually impressed with how powerful Thanksgiving can be.   Below are just a few things I am personally thankful for:   I’m thankful for my family because they support me no matter where I am in my journey and I know they will always have my back. I’m thankful for our clients because they give our work meaning.  There is no better feeling than knowing we have made a…

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Never Buy This in December

Never Buy This in December

It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid out.  Given the healthy returns…

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