Financial Planning, Investment & Insurance Solutions

  • Gambling, Speculating & Investing

    Gambling, Speculating & Investing

    I said, “So, Walter, errr, script’s pretty good, huh?” And he said, “The script sucks, kid. I owe my bookie $2 million.” And that was Kevin Pollack’s introduction to Walter Matthau on the set of Grumpy Old Men. It was said Matthau lost $50 million gambling over his lifetime. Matthau’s gambling addiction was so legendary, the odds he’d given each NFL team of winning the Superbowl that season were printed on the back of the program at his memorial service. Were Walter Matthau alive today, you’d wonder whether he’d still be dedicating his time gambling on horses and sports teams given the current obsession…

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  • Searching For Confirmation

    Searching For Confirmation

    “Can you tell me which stocks to buy?” Jumping in the deep end before you can swim investment questions aren’t a new thing. People have always contacted us to ask questions that only prompt more questions. Ones they haven’t considered. It’s only natural that if your job involves money, someone will inevitably ask you about their stock or want a financial forecast. More and more, these questions have gravitated to the internet. A little anonymity means you don’t have to feel embarrassed to ask a straightforward question. The more seasoned investors would always snigger, but we all have to start…

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  • 2021 March Quarter Overview

    2021 March Quarter Overview

    Economic Overview The world held its breath as it entered the first quarter of 2021. Despite hoping for a peaceful transition from President Trump to President-elect Biden, the US Capitol Building was stormed by supporters of President Trump on January 6. The havoc saw five people die, including a Capitol Police officer. In the wake of the violence, President Trump elected to bypass President Biden’s January 20 inauguration and there were lingering concerns of civil unrest. Thankfully, the Inauguration was uneventful. With the US political environment slightly more subdued, attention turned to the eye watering stimulus. The stimulus at the…

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  • Another Year of Lazy Success

    Another Year of Lazy Success

    “el hombre perezoso hace el doble de trabajo.” You might say this Spanish proverb is about the discouragement of a certain behaviour. In almost every facet of life we are encouraged to give our best and work our hardest. It’s something we see taught in school. When we go through our careers. Maintaining our homes, or if we’re involved in competitive recreational pursuits. Not giving our best will surely have consequences. “The lazy man does twice the work.” The belief is that more effort will bring its own rewards. In this instance, not having to do something twice becomes the…

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  • The Lies of Melissa Caddick

    The Lies of Melissa Caddick

    Feet. They have been washing up on the coast of the Pacific Northwest of North America intermittently since 2007. The foot, due to the weakness of the ankle, is the body part most likely to detach during decomposition. When said foot is inside a running shoe, it’s more likely to be buoyant. Depending on the currents and tides, it will eventually find itself washing ashore somewhere as a grim discovery for a local beachcomber. Much has been made of this phenomenon, but there’s no foul play involved. The departed, who once wore the boots and running shoes washing ashore on…

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