I am often asked about the concept of setting aside funds for a variety of reasons and with a whole host of goals and objectives. Often, the reasons fall into…

DISCLAIMER – This week's Weekly Whiteboard takes a slight detour from our usual investment and financial planning focus. Instead, we're exploring a critical trend that's reshaping both the tech and…

The attached article is relatively lengthy – I am not going to sugar coat it. With that confession out of the way, I can also say that the author (David…

It looks like it’s time to dust off the ol’ crystal ball and get to work! And, if you're reading this, it means our compliance team hasn’t worn me down…