It’s What Comes Out That Counts

Some people, in search of relaxation, play tennis; others chess or mahjong maybe. Me, to relax, I play the guitar. Except that, at times, this blasted instrument is not quite the stress buster I want it to be. Case in point: I was working on–and struggling with–a beautiful piece of music called Marieta. It’s an… Continue reading It’s What Comes Out That Counts

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What a Dumb Accountant Learned About Branding

It’s 4:45 AM. I’m sitting here, not far from my gate, inside the restricted boarding area of the Winnipeg airport, where there happens to be a Starbucks. The airport is quiet, the Starbucks even more so. I’m lounging in a comfortable corner, and there’s Dylan—a more obscure, less recognizable version of Dylan—coming over the loudspeakers.… Continue reading What a Dumb Accountant Learned About Branding

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Sunny Days; Sunny Ways

My friend, Carmin, he’s pretty good with a camera. The man, I tell you, has one helluva eye. Given that we’ve known each other since the days of dinky toys and jet ice cream bars, we have, over the years, embarked on a number of pursuits. Some worthwhile; others perhaps of the foolhardy kind. Long story short, we decided to,… Continue reading Sunny Days; Sunny Ways

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Eggs and Baskets

I was chatting with my young son, a millennial you see. He’s telling me how different things are for people his age. He’s saying; even though there’s no shortage of part-time work, that good jobs—real jobs—are hard to come by.  And those part-time gigs, most of them are menial, low paying positions. It reminded me… Continue reading Eggs and Baskets

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Retirement. From someone who knows

Last summer, at a BBQ, me and this retired fellow–let’s call him Tom–we stood chatting. Talk turned to investments, to the stock market and, finally, to retirement. When I pondered if retirement was as expensive as the so-called experts warned, Tom sort of chuckled. We talked some more, until I asked him if he’d jot down some common-sense,… Continue reading Retirement. From someone who knows

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What price happiness? Apparently it’s $75,000

Just the other day, via LinkedIn, I happened upon another one of those studies. You know, the ones that correlate income and happiness. And just like most others, this analysis once again reinforced that the relationship between money and happiness is very reminiscent of that movie with Meryl Streep and Alec Baldwin, It’s complicated. Before getting to the refreshing–and perhaps just… Continue reading What price happiness? Apparently it’s $75,000

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Retiremyth

I’m a boomer. And boomers, most of us anyway, always bring up the same thing. Retirement. Some of us count down the days until that magical moment, “I’ve only got four years, twelve months and thirteen days.” Others fret about finances, “My advisor says I need a million bucks, I don’t think I’ll make it.”… Continue reading Retiremyth

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How Not to Invest

This post is written by guest blogger Peter McMurtry. In this post Peter asks, “Are Your Investment Advisor’s Cookie Cutter Asset Mix Recommendations Hurting Your Performance?”   Most retail clients are very aware that “asset mix” is the single most important variable in investment performance, but they would be surprised to learn that their advisors… Continue reading How Not to Invest

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Going for broke

  In the span of a month, two compelling, not to mention unfortunate, tales caught my attention. The first, captured in an Oscar-winning documentary called Searching for Sugar Man, portrays the life of a gifted, prolific songwriter named Sixto Rodriguez. With talent rivalling that of Dylan’s, Rodriguez toured the club and concert circuit, which led… Continue reading Going for broke

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