Blog

Cutting Through the Noise


November 12, 2024

By David Toyne

Top client concerns: Talking shop with financial planner Brett Martinson

Financial planner Brett Martinson shares some of his clients' main financial concerns, from political and market uncertainties to inflation worries, and the advice he provides.

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October 28, 2024

By David Toyne

Choosing the right executor: Expert tips from Margaret O'Sullivan

Thinking about who should be the executor of your will? Estate lawyer Margaret O'Sullivan offers some helpful advice.

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October 15, 2024

By David Toyne

Do U.S. elections impact your investment returns?

With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.

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September 16, 2024

By David Toyne

Executors: Everything you need to know

In our latest Coffee Break, we explore the crucial roles and responsibilities of an executor with estate lawyer Margaret O’Sullivan.

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