Hope you are all enjoying the first few days of autumn! This blog post will highlight a few important topics from Portfolio Strategies’ annual conference which I recently attended. The presenters at the conference are leaders in the investment and related professions,...
The above is a full page ad in a local newspaper which I happened to glance at while waiting for a medical test. Poor spelling aside(which incidently makes it difficult to take this ad seriously), this pitch for easy credit is a good example of predatory lending. If a...
Are you better off than you were five years ago? Note I did not say financially better off though I am sure that is what most readers would interpret that to be. Throughout my adult working life I have observed that a recurring theme with people is that they feel that...
Once again I must apologise for the long pause in between blog posts. Unfortunately in mid July I caught the flu and was very sick right up to our family trip for a wedding. Yes I did get the flu shot last fall. I had a forced hiatus off regular work, although I did...
Just past the second anniversary of my tenure at Portfolio Strategies Corporation, I thought the open letter format would be appropriate as I haven’t written you all in a long time. I remember long ago handwriting a stack of postcards and putting stamps on them to be... 
