Making a List and Checking it Twice

The Montrealer
January 13, 2023

‘Tis the time of year when many people make lists – gift lists, guest lists, New Year’s resolution lists. I’m always encouraging my kids to make lists. I love lists! To-do lists. Task lists. Grocery lists. They help me to stay on track and not to forget important things. So it’s no surprise that one of the core elements of our Wealth Management practice is a Financial Planning checklist!

If you’ve ever purchased a home, you’ve probably done a home inspection. The goal of the home inspection is to uncover problems with the house before you buy it. Some may be minor issues that don’t even bother you. Yet others may have you reconsider the entire purchase. Ultimately, if you decide to go ahead with the purchase, you want to go in with all the information and issues identified.

Wealth planning can be looked at the same way as a house. You want to make sure you have a solid foundation, you’re taking advantage of all the right strategies, and that your long-term plan has a high probability of success.

Read more.

Related articles

Investor Strategy

2023 outlook: bear market end game

January 2023. 2023 should start off decently as inflation comes down a bit more, partially alleviating the markets’ biggest fear. Plus, a little January effect…

2 minute read

Investor Strategy

Santa may have come early

December 2022. We are not buying it. This appears to be another bear market rally, and maybe it even makes it to the holidays or…

2 minute read

Investor Strategy

Road not taken

November 2022. There might be better entry points ahead, but one-year return expectations are the best we have seen in many years, given current yields…

2 minute read