Author: Carey

All of us have money coming in every month.  It comes in and it goes out, month after month.  That is why they say money

Finally!  We are starting to open things up again.  On Sunday May 24th I was out getting a few things.  Despite having to wait in

On Wednesday May 13th I attended 2 virtual meetings with one of our investment management teams.  In past years, Cheryl and I have flown out

We have just experienced the 2nd best 25-day rally on record. #1 was in early 2009.  The question is, have things gone up too far

There has rarely been an opportunity to add as much long-term value to an investment portfolio as there is right now.  Why this is the

When you see something on sale for an incredible price, one that is lower than you have seen it in 4 or 5 years and

As the question goes, “I have good news and bad news.  What do you want to hear first?”  Well, since you can’t answer that, I’ll

I’ve been overseeing portfolios for clients and advising on financial matters for 32 years and 11 months now.  A little over 6 months into my

First, I want to say that I’ve written on this topic more than once. The last time time was in Issue 182 of Mutual Gains

What I’m referring here is the common held belief that having a parent change the ownership of their home or rental property (or any other

I’m sure you have heard, or even said this yourself, “Renting is just throwing money away”.  My guess is 99% of people (and you may

In my current round of R-U-P-A  meetings with clients (RUPA being, Review-Update-Plan-Attain), I’ve  been doing a re-check with each client on when their Will was

Shouldn’t it be that I get paid interest when I deposit money?  Yes, normally however there is always another historic first event and today it

Many of us look forward to and get to enjoy, a summer with a body of water, to immerse ourselves in physically and / or

There are 2 sides to a personal balance sheet, assets and liabilities.  Most of the time, Financial Advisors are focusing on the assets and for

Currently, the overall sentiment among the investment public seems to be of a very cautious nature.  With the recent roller coaster ride we have been