by admin | Nov 13, 2014 | Advisor Stream, Financial Fitness
Managing clients’ financial fitness
Mark Hudon calls himself a “financial fitness coach.” The three-time Ironman triathlete serves about 100 families in his financial planning practice under the GP Wealth Management Corp.banner in Toronto. A financial advisor since 1994, Hudon has found that successful financial planning has much in common with endurance sports. Both, for example, require discipline and a focus on goals. Hudon urges his clients to apply the personal performance principles he uses in his endurance races to their financial plans.
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by admin | Nov 2, 2014 | Advisor Stream
Going through the ups and downs of the markets is one of the most challenging things for investors to do.
Ok, truth be told, most of us are fine with the ups, it’s the downs that present the biggest challenges.
Fortunately, The recent downturn, followed by a swift recovery provides each of us with some very important “teachable moments”.
Here’s an excellent article on three valuable lessons to take away from the latest market downturn.
Cheers,
Mark
Three valuable lessons to take away from the latest market downturn
So long, stock market correction. We hardly knew you. The S&P 500 bounced again on Friday to another record high, of 2018.05, up about 200 points from a mere two weeks ago, when it wallowed in the depths of despair. The best part about the lightning-fast recovery? It gives us a chance to sift through our reactions to the turbulence of the past six weeks while the memories are still fresh and figure out what we did right and what we did wrong.
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by admin | Oct 29, 2014 | Advisor Stream
Listen to a new episode of Financially Fit for Life. This time, it covers the idea of what it means to be rich, whether it be financially or in terms of work life balance. What does being rich mean for you, and what plan do you need to put into place to achieve the goal of being rich, on your terms?
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by admin | Oct 28, 2014 | Advisor Stream
Listen to a new episode of Financially Fit for Life, dealing with the value of advice. The episode covers how to find the right advice from the right advisor, and how advice can help you identify trends while staying on your financial plan.
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