Join Harry, David & Kevin for this months educational video as they dive into the world of creditor insurance products, such as mortgage life insurance and revolving credit insurance on credit cards and lines of credit. While these products might seem beneficial at first glance, it’s important to understand their potential drawbacks.

Published: September 17, 2024

As we saw again in August, various outside “noise” caused markets to experience a small pullback. However, once the dust settled around these moments of short-term volatility, the market recovered and eventually experienced positive gains by the end of the month. Join Harry, David & Kevin as they further discuss what the markets looked like in August.

Published: September 6, 2024

Whether you’re a seasoned investor or just starting out, understanding how to navigate market ups and downs can make a significant difference in your financial journey. Join Harry, David & Kevin for this months educational video as they dive into a topic that’s crucial for every investor: market volatility and the importance of managing emotions and staying invested.

Published: August 22, 2024

July was a positive month for most developed country stock markets. Join Harry, David & Kevin as they discuss what the markets looked like in July.

Published: Aug 6, 2024

Investors all over the world tend to partake in home bias by investing a majority of their assets in domestic/local stocks. Join Harry, David & Kevin as they discuss what home country bias is and why this may lead to investors missing out on growth opportunities from other countries.

Published: July 17, 2024

We saw a bit of a slow start in June however markets got stronger as the month closed out. Join Harry, David & Kevin as they discuss what the markets looked like in June.

Published: July 9, 2024

Join Harry, David & Kevin as they discuss topics involved with estate planning to fulfill your wishes and ensure assets are passed down accordingly.

Published: June 19, 2024