The Refinancing Landscape: What To Expect

The Refinancing Landscape: What To Expect

With interest rates hovering at historic lows, mortgage brokers, lenders, and bankers are busier than ever as real estate owners rush to refinance and first time buyers flood the housing market to take advantage of the long-term cost savings associated with reduced...
Fed Anticipates Near-Zero Rates for 3+ Years

Fed Anticipates Near-Zero Rates for 3+ Years

Bloomberg reported today that the Federal Reserve expects to hold rates steady through 2023 until inflation reaches 2% in effort to help the economy recover from the pandemic. Fed Chair Jerome Powell and other Fed officials have stated in recent weeks that a full...
Repost: 3 Financial Buckets to Fill

Repost: 3 Financial Buckets to Fill

In the current conditions, some are fortunate to have an increased savings due to the lack of social opportunities, while other are experiencing a threat to their savings due to income loss.  Be it financially, professionally, or emotionally, these are certainly...
Make My Money Work For Me

Make My Money Work For Me

In our conversations with prospective clients, young professionals, and referring advisors, we often hear the statement “I want to make my money work for me”. What does this mean? Perhaps different things to different investors, however in its simplest form it can be...
Planning for Home Improvements

Planning for Home Improvements

With summer activities now limited and more time spent at home, it can be tempting to give in to daydreams of home renovations, revamping décor, and the completion of overdue projects.  While the may be excess funds in the bank account from the slow moving summer,...
Repost: The Benefits of Kindness and Compassion

Repost: The Benefits of Kindness and Compassion

Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book “The Kindness Cure”. If you did not have a chance to read when it...