by Brent Vandermeer | Jul 5, 2023 | Financial Planning
The world of non-financial assets demands careful navigation. Buying or selling such assets often involves intricate processes, specialized knowledge, and potentially significant transaction costs. What are non-financial assets? Non-financial assets include...
by Brent Vandermeer | Nov 21, 2022 | Financial Planning
By Marc SéguinAs published in the Fall/Winter 2022-2023 Edition of Senior Living Investment returns are down. The cost of living is growing at rates not seen in a very long time. Fixed-income portfolios based on bonds have plunged. Hmm. Weren’t bonds supposed to be...
by Brent Vandermeer | Apr 27, 2022 | Financial Planning
It is not surprising to us that risk management is one of the most frequently Googled wealth management terms by individuals. When wealth has been built up over many years, it is understandable that an individual would be concerned about protecting that wealth. After...
