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Statement Snapshot

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...

The Insider in Your Corner

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...

Think With Your Heart and Feel with Your Head.

The way we perceive our world, interact with each other, and make decisions is influenced by our subconscious paradigms and values. We are not often aware of this influence. With respect to our finances the more we become aware of these viewpoints the better we can...

Making Wilbur Happy

People are always trying to find a method to help them save money. There is no doubt that there are endless temptations to spend money in today’s society. The research behind marketing works very hard to separate people from their money. I have said it before but it...

The Cost of Living: How Are You Coping?

During a recent client meeting, we were reviewing the family budget. This is a couple with 2 young children. At present only 1 parent works. I assured them that their budget was in the ballpark, that they were not spending in an outlandish way. Still, one of the...