by James Yahoudy | Jul 11, 2023 | Blog, Financial Planning
There is a constant pirouette of working, saving, and spending throughout our lives. Regardless of your career and net worth, we all attempt to elegantly balance our budget to achieve our lifestyle and savings goals. As illustrated below, the amount of spending since...
by James Yahoudy | Apr 18, 2023 | Blog, Financial Planning
As we put a wrap on another tax season, can we reflect? Savings and retirement Income planning, which are really at the core of every financial plan, tend to always have taxation as the common consideration. We naturally want to pay the minimal amount of taxes today....
by James Yahoudy | Feb 22, 2023 | Blog, Financial Planning
Pulling up to the bank in a gold Cadillac with my grandad when I was 7, I was excited. The chance to open my first bank account and make my first deposit. Not sure if it was the smell of fresh money or the idea of the account having my name on it, but it was a fun...
by James Yahoudy | Jan 9, 2023 | Blog, Financial Planning
It’s now time to put a wrap on the year to do some reflecting and planning. At this point last year, your sentiment on your portfolio and maybe even the economy was likely in a totally different place. Simply said, 2022 was painful, almost regardless of your risk...
by James Yahoudy | Jul 28, 2022 | Blog, Financial Planning
As we see another fed fund’s hike of 75bps this week, we thought it would be worthwhile to simply talk about the basics of inflation. It is very easy to get caught in the storm of negative headlines. Today, let’s just get back to the basics and try to focus on factors...
by James Yahoudy | Jun 23, 2022 | Blog, Financial Planning
A family member, a young boy yet to reach his 3rd birthday has inspired me and this piece. He went from a potential concussion to 3 weeks in the hospital, and today getting a lung deflated to remove a peach size mass. The resilience and strength that both him and his...
