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Tip of the AI Iceberg

If you wake up tomorrow morning believing the world is about the same as today, you are probably missing something. We are seeing dramatic changes led by technological advancements, and the latest is artificial intelligence (AI). A year ago, we were all excited about ChatGPT, which answers questions, translates languages and turns text into a […]

When a wealth plan is fluid

A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each objective. However, a wealth plan isn’t something you set and forget. Goals may change Over the years, your goals themselves will change—one will be reached, another may be modified and perhaps […]

Planning for market volatility

In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory. In 2023, the markets rallied. It’s no wonder that many investors today have volatility on […]

Will your parents need your help?

The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance. Not all parents are comfortable sharing their financial life with their children, but your efforts in getting them to […]

Navigating the retirement risk zone is personal

It’s called the retirement risk zone—the period of several years before your retirement date and the initial years of your retirement. The risk is a severe market downturn and its impact on your retirement savings. A falling market just before retirement could cause unprepared investors to postpone their retirement or modify their desired retirement lifestyle. If […]

Five items often overlooked in a will

Loyalty programs Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When allowed, list the loyalty program in your will and name the beneficiary of the points. Also, provide your executor with each loyalty program’s login information. Digital assets In your will, you […]

The sun is shining again!

The following is a commentary written by our sub-advisors, Munro Partners, who manage a U.S. equity mandate and a global mandate for our program. They are based in Australia and are known as growth investors. We understand it’s difficult to be optimistic when global economies are slowing, geopolitics are continuously challenging, and many are struggling to […]

Our 2024 Wish List

As we enter a new year, we consider the following a “wish list”: lower inflation, lower interest rates, higher investment value and, last but not least, peace! As inflation continues to decline, central banks have signaled their job to battle inflation is almost done and cuts may be coming soon. This change in trajectory ignited […]

Well-Advised: Spring 2024 Edition

It’s been said that the only constant in life is change, and this issue of Well-Advised illustrates how this saying certainly applies to our financial life. In fact, most of the articles in this issue involve change in some way. Your wealth plan is a roadmap to achieving your life goals. The Page 1 article […]