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Bluestone Memos

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HOW TO BE RICH

Today we mailed you something that we are very excited about: our new booklet, How To Be Rich.  We would be honoured if you took the time to read it, and if you feel like chatting about it we’d love to hear from you. Also in the mailing is your invitation to our July 27…

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HAPPY CANADA DAY WEEKEND

We drink pop, not soda; it’s a loonie, not a dollar; and we say eh. We invented the paint roller, peanut butter, the telephone, insulin, and basketball. We are nice people.  We help others.  We welcome immigrants. We are a land of good government, the rule of law, peace, order and safety. We are multicultural,…

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10% RULE

There are countless budgeting strategies; some good, some bad, some complicated, and some just plain silly.  We think the very best budgeting system is to follow the 10% rule: invest 10% of your income, monthly, and live on the remaining 90%. This is a simple sure-fire way to grow wealth.  For example, $1,000 invested monthly…

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TWO BIG QUESTIONS

TWO BIG QUESTIONS How much money do you need to be wealthy? We suggest two answers: 1. You are wealthy when you no longer need employment income because your investments will provide you with an income for life. 2. You are wealthy when you achieve the five goals outlined on “The Bluestone Hierarchy of Wealth and Well-being”….

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Thank You

Thank you, to all who attended our May 4 BluestoneSeminar. We have long known there is something special about our Bluestone community.  So we were not surprised by the flattering feedback we got from Sean Crockett, our Fidelity guest.  He was so impressed by what a fun and relaxed group we are, and he was…

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21 Success Secrets

21 Success Secrets We recently re-read Brian Tracy’s “The 21 SUCCESS SECRETS OF SELF-MADE MILLIONAIRES”…for about the hundredth time lol.  This remarkable little book, so simple yet so profound, never stops inspiring us with its clear pathway to wealth. Brian Tracy alerts us all to the reality that securing wealth is mostly about non-financial matters….

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Mackenzie Financial Conference

Private Chat Last week we attended a Mackenzie Financial conference and heard twelve speakers in eight hours. While that’s a heavy agenda and an exhausting day, it’s a great way to get a handle on what’s going on in the world, and how to invest now, from an impressive lineup of economists and money managers….

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Notable Mention for High Returns

Notable mention for high returns For the past two years we have run a monthly breakfast meeting for FundEX financial advisors in the Niagara Region.  It’s been a great experience of learning and growing together, and we’ve made some good friends.  This month we arranged for our FundEX President, David Chapman, to attend. He shared…

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CI Investments Outlook

CI Investments Outlook Last week we spent an afternoon at the head office of CI Investments.  Along with about fifty other financial advisors we heard five speakers in five hours: three money managers, a tax expert and an estate expert.  We do this sort of thing regularly and always enjoy it and learn a whole…

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A History Lesson for Investors

A History Lesson for Investors Stock market volatility can tempt some investors to give up and just park their money in a “safe” bank account.  Let’s think about this option.  “The Lessons of History”, by Pulitzer Prize-winning historians Will and Ariel Durant, is a classic.  Written in 1968 this slim 100-page volume is not an…

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