- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
We’re just back from Orlando Florida where we attended the LEADERSHIP FORUM 2019 conference.
Financial author and commentator Preet Banerjee was one of the many excellent speakers we listened to. We’ve actually heard him speak before, and have read his book, but it’s always interesting to listen to him. He succinctly sums up the three ways to successfully manage your finances:
Portfolio Management Own an investment portfolio that balances capital growth with capital safety.
Behaviour Management The human brain seems wired to make financial mistakes; the secret is to know about this and avoid them.
Wealth Management Align your wealth with your own unique and authentic beliefs, values and goals.
We’ll drill deeper into this approach at our next BluestoneSeminar.
Overall it was a great conference and we came home with lots to think about and work on. If you feel like chatting about any of this, or something else, please call on us.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.