Resources

Custom Wealth Management Quarterly Commentary Q2 2021

The internet, indispensable as it’s become to us, has been around for a long enough time. And, with its power and reach makes it an incredibly efficient tool to those who wish to do harm. We’re interested in keeping your financial health in tip-top shape, and in these times, that includes helping keep you safe on the internet too (do banking or shopping online? Exactly). In this blog, we’ll cover the basics of internet safety before moving into each one more deeply in the coming months.

Many of us learn the lesson, in hindsight, that we should have started our savings and investments far sooner than we did. There are many reasons why we didn't, and a lot of them have to do with the idea that it takes either a lot of money and/or a lot of experience and knowledge.

If you have children in this age-range, and have only just started to develop your child's money skills, don't worry when you see we've been helping parents with ideas going all the way back to toddler age. You haven't missed the boat!

We’re moving on in our financial education series for children with part 3, focused on 8-12 year old's with developmentally-appropriate lessons you can give to the “primary to pre-teen” age group.

It’s never too late to embrace new ideas and new habits, as our kids will notice the changes we embrace. Continuing on from our kindergarten segment, there are many practical activities you can do for and especially with your primary-aged child. Here are more steps you can take to help your kids learn important financial lessons.