We think now is a good time to speak to people individually to provide an update of our investment thinking going forward. Recently, some indicators we watch, such as the Warren Buffet Market Indicator, have signalled it may be time for investors to pay closer attention to financial markets.   During these uncertain times we would...Read More

If you have any Estate Planning questions please give our team a call to set up a time to review your unique circumstances and how your investment accounts can provide you with important Estate Planning benefits.  This excerpt from an Estate Planning article linked below discusses named beneficiaries:   “Here’s a tip. If you haven’t named...Read More

Independence. Yes please.  To us, “independent financial advice” sounds like the only kind that should be available. Yet the landscape is dominated by advisors who can only be described as conflicted or handcuffed –  options that don’t sound like they have a customer’s best interest at heart. Founded on the principle that our independence ensures...Read More

Dollar Cost Averaging is a disciplined method of investing which can deliver significant benefits over time. Spreading purchases out monthly over the calendar year means your investments are less affected by market timing. Accumulating wealth in stocks by systematically moving money into a number of diversified funds represents an efficient way of saving and investing....Read More

The following sneak peek into our “pension-style” investment process comes from our forthcoming new website…more to follow! Below we detail how we manage our CommonWealth Portfolios.  We do this work for our clients so they can invest with confidence. Our Pension-Style Investment Process: First, we use multiple statistical metrics and strict quantitative criteria to test...Read More