People who have financial advisors gain many advantages.   One of the greatest benefits is that we make complex concepts simple.   Here are three simple steps that can help you to increase your wealth: Find Strategies to Save Money – Whether you are retired or planning for retirement, we can provide proven ways to help you...Read More

We must always stay vigilant to reduce potential cybersecurity threats to our systems and data.  Phishing is a type of cyberattack that tries to trick you into revealing sensitive information like usernames, passwords, or financial details.   Criminals use deceptive emails, messages, or websites that appear legitimate so be careful if you are unsure about any email,...Read More

The study of behavioural finance reveals that investors form certain biases based on past experiences. These patterns of thought can lead to investment decisions that are driven by emotion rather than rationality. To overcome these biases we need to be aware of them and understand how they can work against us.  One way to overcome...Read More

Ethics are of vital importance, especially in the investment industry.  Our CommonWealth team of professionals uphold the highest ethical standards as we manage your money. We maintain our independence so we can provide you with objective investment recommendations. In fact, we personally invest our money alongside yours in the same funds we recommend to our clients, showing...Read More