Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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Business owner? What’s your retirement plan?

Jan 09, 2025 |RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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Ten key discussion points for your mid-year review

Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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How to choose a Senior Living Facility

Apr 15, 2022 |Thomas Smith

Aging parents. We want them to be happy and comfortable. Read how to sift through the various options to find the right facility.

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Travel and leisure 2021 and beyond ... shortstaffed and delayed

Aug 17, 2021 |Thomas Smith

The pent-up demand for travel and leisure has outstripped capacity leaving the travel industry understaffed and unprepared. Learn some "Pro tips” how to navigate the long lines and short staffing.

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Our National Parks - a great family vacation...and affordable

Jul 27, 2021 |Thomas Smith

Our National Parks are a treasure, and also quite affordable. Learn how to inexpensively entertain your family while also creating a lifetime of memories.

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Travel sports for your aspiring athlete. Are they worth it?

Jul 12, 2021 |Thomas Smith

“Youth Travel sports” have begun to replace traditional city league sports. Are they worth it?

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Preparing your kid for college . . . lessons learned afterwards

May 28, 2021 |Thomas Smith

Sending four sons to college in seven years has given us some joy, and some scars….here is what we learned!

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If you can't beat them . . . join them

Oct 15, 2020 |Thomas Smith

Which is better? I can tell you which is cheaper! But does the extra cost of active management give one a better return on your investment?

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The Gen Y investors are here

Sep 15, 2020 |Thomas Smith

Is Korean Baseball responsible for the increased interest in online investing for the Gen Y?

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Insights by Thomas Smith