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Bluestone Memos

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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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Health, Wealth, and Happiness

Health, Wealth, and Happiness In their remarkable book, “Loneliness”, John Cacioppo and William Patrick ask a whopper of a question: “What is the key to health, wealth, and happiness?”   Here is their answer, drawn from years of research: “You are fundamentally a social being.  The key to it all is to form strong social ties…

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Wealth Transfer

WEALTH TRANSFER When stock markets are falling, as they did this past December, it can feel like there’s no bottom and they will just keep going down.  But there is a bottom.  There always is. At some point investors find stock prices a compelling bargain and start buying.  More investors follow and more buying takes…

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Bluestone Seminar & Memo

BLUESTONE SEMINAR & MEMO Our Winter BluestoneMemo has been mailed to you, along with your invitation to our February 2nd Winter BluestoneSeminar.  We’re really looking forward to seeing you there.  We have some new information to share with you, plus a special guest will be attending that we want you to meet. Please go ahead and…

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Happy New Year

Happy New Year The other day we wrote about increasing positivity with gratitude.  Another way is optimism.  According to scientific research, gratitude and optimism will increase our happiness…but…they must be based on reality.  Global trends shout with a surprising reality: “The Wall Street Journal” reported, December 10, 2018, in an article, “History Ended in 1945”,…

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