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Lyn Greer, CPA, CA, CFP®

Certified Financial Planner®

Laura Theys

Client Care Specialist

SPOTTED IN THE NEWS

Estate Planning: First Steps

8 June, 2022

Estate Planning: First Steps

Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on

26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from th

Stock Price Volatility Reflects Opinions, Not Facts

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.

Another Volatile Quarter

21 April, 2022

Another Volatile Quarter

In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets.

 

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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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