Memo Archives - Bluestone Financial
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Bluestone Memos

WHY YOU ARE LIVING WELL

“Wealth is not determined by investment behaviour, but by investor behaviour.” On our last BluestoneMemo I talked about investment behaviour. Now let’s turn our attention to investor behaviour. What does successful investor behaviour look like? Early in our career Patty and I discovered something huge. You, our clients, generously did business with us, but much…

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CONGRATULATIONS

Here’s a wise saying: “Wealth is not determined by investment behaviour, but by investor behaviour.” Watching the investor behavior of our clients is deeply satisfying. Truth is, you are an inspiration. And you deserve congratulations. Our goal at BluestoneFinancial is for all of us to calmly secure wealth in the long run. That’s a challenge…

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GLOBAL UPDATE. CHANGE!

Our world is changing. Three megatrends are in play that are going to affect all of us. Structures fundamental to our global society, that we take for granted, are being bulldozed. The megatrend most in the news is COVID-19. This nasty virus is highly infectious, it’s easy to get and easy to pass on. It’s…

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YOUR WEALTH MANAGEMENT

In the 1920s, advertising executive Fred Barnard popularized the phrase, “A picture is worth a thousand words”. When it comes to managing your wealth the illuminating picture is your personal Balance Sheet: a list of what you own (assets), minus what you owe (liabilities), equaling your wealth (net worth). The goal of Wealth Management is…

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WHO ARE YOU?

Oscar Wilde once quipped, “Be yourself. Everyone else is taken.” So, who are you? Where do you want to go? How do you want to express yourself? Happiness is going through life freely being your authentic self. How a person manages their money is a powerful personal expression. And that’s a good thing. Because when…

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THE BLUESTONE PROCESS

Our Mission at BluestoneFinancial is to walk the way of wealth and well-being together with our clients. To fulfill this mission we follow a process, “The Bluestone Process for Wealth & Well-being”, a methodical approach to helping our clients secure wealth and enjoy well-being. The Bluestone Process offers just about anyone a fair shot at…

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A WINNING SUCCESS STORY

We’ve spent the past three decades thinking about how people can successfully invest and achieve their financial goals. Our research led us to a winning success formula that we illustrate with just four simple schematics: THE BLUESTONE HIERARCHY OF WEALTH & WELL-BEING illustrates wealth & well-being and how the two work together as one; seven…

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THE POWER OF SYNERGY

We think most of us would like to have more energy, more personal power. Synergy can be a wonderful source of personal empowerment. It arises when we have our values, desires, and goals aligned in harmony; when our financial wealth and our personal well-being are pulling us in the same direction. You see, we’re not…

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STOCKS FOLLOW PROFITS

In the short run, stock markets are all about emotions. When investors feel confident they buy stocks, pushing stock prices up; and when investors feel afraid they sell stocks, pushing stock prices down. Stocks follow emotions, in the short run. In the long run, stock markets are all about profits. As the economy grows, corporations…

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HISTORY IN 18 MINUTES

Everyone should watch David Christian’s Ted Talk, “The History of Our World in 18 Minutes”.  It’s fascinating…and enlightening. It wonderfully puts everything in perspective. Fourteen billion years of history, from the Big Bang to the luxurious middle class lifestyle spreading throughout the world over the past 200 years. Yes, our middle class lifestyle is barely…

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