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Invest Well. Live Well: The purpose of life is a life of purpose

Invest Well. Live Well: The purpose of life is a life of purpose

On Dec. 4, Katherine McParland, a personal friend passed away unexpectedly. I think most of us are still in shock and disbelief trying to understand how this shining star is gone at the young age of 32.
Finally, some time to take a breather

Finally, some time to take a breather

Welcome to Startup Story, a six-part series in which we will follow a new business through its startup and the trials and tribulations of a new venture over the course of a year.
Invest Well. Live Well: ’Tis the season for charitable giving

Invest Well. Live Well: ’Tis the season for charitable giving

With Christmas looking and feeling very different this year, many people are wondering how they can help organizations whose fundraising efforts have been dampened by the COVID-19 situation.
Invest Well. Live Well: Seven year-end planning tips

Invest Well. Live Well: Seven year-end planning tips

This year has been one for the record books. Many of us are eager to put 2020 behind us and move forward. With only six weeks left in the year, there are some time-sensitive financial tips to consider before we bid 2020 farewell. 1.
Who is better for the stock market: Democrats or Republicans?

Who is better for the stock market: Democrats or Republicans?

*This article was written prior to known results in the Nov. 3 U.S. election. Last night, Americans headed to the polls in arguably one of the most divisive elections in history.
Invest Well. Live Well: What are your investing blind spots?

Invest Well. Live Well: What are your investing blind spots?

Who hasn't made a poor decision in life? Perhaps you ate ice cream instead of dieting or binged on Netflix when you should have been doing your taxes (personally guilty).
Join the RC Nation in downtown Kamloops

Join the RC Nation in downtown Kamloops

Remote control hobbyists have a new destination that is open at 154 Victoria St. W.
Invest Well. Live Well: What is socially responsible investing?

Invest Well. Live Well: What is socially responsible investing?

Recently, a client asked us about what we could do to help satisfy her desire to invest in a socially responsible way. This subject has often been on our minds and a few clients have begun proactively requesting information.
Invest Well. Live Well: Seven ways to diversify your portfolio

Invest Well. Live Well: Seven ways to diversify your portfolio

My youngest son would eat the same thing every day if we would let him.
Invest Well. Live Well: The value of advice

Invest Well. Live Well: The value of advice

The best athletes in the world use coaches to help them keep on track, maintain focus, monitor progress and achieve their goals. Despite being incredibly talented, athletes realize the value a coach brings to them personally and/or their team.