Latest
Jul
24
Investing During All Time Highs
So far, markets have rewarded investors well in 2024 (knock on wood), with the S&P 500 up about
7 min read
Jul
17
📚 Die With Zero by Bill Perkins
🎯 Read This Book If
You want to learn about optimizing the experiences that matter to you, in order to get
14 min read
Jul
10
Using Time Buckets to Live a Better Life
Over the weekend I read Die With Zero by Bill Perkins. As a Financial Planner, it's a complicated
5 min read
Jul
03
📚 Think & Grow Rich by Napoleon Hill
🎯 Read This Book If
You want to gain an understanding of the role our thoughts play in achieving our dreams.
12 min read
Jun
26
How Simplicity Wins with Investing
Occam’s Razor is the idea that the simplest explanation is most likely the correct explanation. It sounds straightforward enough,
6 min read
Jun
19
How to Avoid Building Wealth (And What to do Instead)
Wealth can mean a lot of different things, but it essentially is freedom. It's freedom away from what
4 min read
Jun
12
📚 Your Future Self by Hal Hershfield
🎯 Read This Book If
You want to find better balance in your life by understanding how to connect with your
13 min read
Jun
05
Morgan Housel's Rules of the Money Game
All credit for this post goes to Morgan Housel. There's a link to the podcast episode below where
9 min read
May
29
Solving Canada’s $13 Trillion Retirement Gap
Netflix's series, Money, Explained, covers a lot of interesting topics. The one that really got my attention was
15 min read
May
22
📚 Simple Wealth, Inevitable Wealth by Nick Murray
🎯 Read This Book If
You want to understand what makes investors successful over the long-term, and how a Financial Advisor
13 min read