This week is sure to evoke some kind of emotion. On Friday, Feb. 12, tax season officially kicks off In the U.S., and it’s followed a short two days later by Valentine’s Day on Sunday, Feb. 14th. Are you ready for both? Now is a great time to start preparing, if you...
Back in the dot-com bubble of the 90s, Edward Greenspan coined the term ‘irrational exuberance’. The recent social media-driven stock volatility is a good example of what he meant. Market volatility not driven by the fundamentals. Although it’s fun to watch the...
“I wisely started with a map, and made the story fit.” — J. R. R. Tolkien, author of The Lord of the Rings I’ve been hearing a lot of discussion recently around 2021 roadmaps. It seems every company is showcasing one or is building one right now. And I...
There’s no easy way to put it, 2021 has started with some disruption and confusion, especially in the U.S. The daily stream of news has me thinking about Winston Churchill who famously said, ‘if you are going through hell, keep going’. Thankfully, markets have been...
We made it to 2021! However, turning over a calendar page does not mean that you change your long-term financial strategy. Although the events of 2020—the pandemic, the market crash and recovery, your job status, and family health—all create an opportunity to reflect...