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The Certainty Principle

We live in a culture that is filled with information at our fingertips…literally. And we expect to be able to ascertain exactly what we should do with this given information. But are we sure? The path should be obvious with the media informing us their opinions on the market and when the appropriate time is […]

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Invest…Like a Girl!

What does it mean to do something “like a girl”? There is a new ad campaign that addresses this question. And in the past, the statement made it seem like doing something “like a girl” is a bad thing. Click here for the ad: Like A Girl As most of you already know, our household is […]

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How the Washing Machine Changed the World

This video post deals with the ever-improving world as told in a TED talk by Hans Rosling.  Hans discusses his personal experience of his family purchasing a washing machine and the immediate improvement to the lives of his mother and him. He discusses how these improvements unleashed the women of the world allowing them the free […]

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Fears Learned in Our Youth

We had a problem, like so many others out in suburbia, with various animals like squirrels getting into our garbage cans. They would eat through the covers and even after we built a wooden structure to house the garbage cans, they ate through that structure as well. After trying various things to prevent this from […]

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The Wealth Solution

Do you like magic? I have always been fascinated with magic tricks. The ability to move objects from one spot to another and retrieve it from the oddest places has always intrigued me. How do they do it?  There is a part of me that is uninterested in learning the trick. I just like to watch and […]

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Relating Money to Life

A common question that we get from people after telling them that we own our own financial planning firm is: What do you ask clients at the first meeting? When we first sit down with a new prospect, we try to determine how they visualize their own future. Importantly, we try to parse out in […]

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Investors need to not fool themselves about the decisions that they make.

Seven Ways to Fool Yourself

There are many ways that we like to fool ourselves, generally as an act of self-perseverance. Sometimes it is just easier to believe those things that we choose to while ignoring those things that we rather not deal with. It is kind of like the elephant in the room…you know it’s there but it is easier […]

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Top 10 Greatest Investment Hits

Top 10 Greatest Investing List – 6 to 10

The post was written by Brad Steiman who is a Director with our partner Dimensional Fund Advisors (DFA) in Canada.  Although it was written in 2012, it has the makings of an evergreen piece for all long term investors.  This post will have the last 5 of the top 10.  The first 5 hits can be […]

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Top 10 Greatest Investing Hits – 1 to 5

This post was written by Brad Steiman, a Director with our partner Dimensional Fund Advisors (DFA) in Canada. Although it was written in 2012, it has the makings of an evergreen piece for all long term investors. He discusses the relationship between investors and their financial advisors. This post will have the first 5 of the […]

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His Annual Letter - 2013

Summary of Buffett’s Newsletter

Warren Buffett has understandably been considered one of the best investors of all time. Yearly, he writes a letter to his shareholders concerning his firm – Berkshire Hathaway, Inc. Our clients all own his company, as it is one of the largest companies in the U.S. and thus, is held in the Large Company U.S. […]

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