The Master’s Minute
Qualified Charitable Contributions (QCDs) were introduced in 2006 through the Pension Protection Act, opening the door to allow charitable giving directly from retirement accounts.…
For most people, buying a home is not just a lifestyle decision. It is one of the biggest financial commitments you will make, and…
The following blog has been adapted from our Quarter 2 newsletter. For more information on our new building you can read our first blog…
If you are one to watch the stock market, you may have noticed that, over the last 10 years or so, the U.S. equity…
Have you ever met someone who seems thankful all the time, who seems to radiate joy and generosity? We think we might know their…
Read the video transcript: Charlie: So Lyle, we find ourselves prepping for fourth quarter meetings, and in our total wealth management process, one of…
Last week’s video blog by Garry and Lyle emphasized The Value of Advice. During that blog conversation, Garry shared an example of seeking advice…
On or around April 15th every year, many people rush to file their annual income tax returns and make last-minute prior year IRA contributions.…
