Monthly Archives: March 2020

Danielle on The Financial Survival Network

Danielle was a guest with Kerry Lutz on The Financial Survival Network talking about recent developments in the world economy and markets.  You can listen to an audio clip of the segment here. Listen to “A Complete Financial and Moral … Continue reading

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Proactively manage your finances: Do it for you!

Our neighbour is a plastic surgeon with a busy cosmetic practice; his licence plate reads “DOIT4U’. It’s become something of a punchline at our house when commissioning our kids, home from school for the summer, to help with jobs around … Continue reading

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Credit history: Debt and Power

Understanding the history of credit cycles, and how breaking points typically resolve, offers a heads up on present times. I wrote about credit history in our July 2018 client letter which is available here.  Human behaviour around money and credit … Continue reading

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