- 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.
In “FEWER, RICHER, GREENER”, Laurence Siegel writes: “We are on the verge of the greatest democratization of wealth and well-being that the world has ever known”.
Every time we have a recession, a bear market, a crisis, some folks declare it to be the end of the trend. But, something amazing emerged in the mid-18th century; an economic system so powerful it continues to produce wealth and well-being, regardless of adverse conditions.
At BluestoneFinancial we, together with you, are playing a critical part in this global and historic trend. That’s why we call our wealth & well-being work “A Flourishing Movement”. Our community of flourishing clients inspires others to flourish. As we wrote in our booklet, HOW TO BE RICH, “By being role models and inspiring others we act as a ripple effect that rings out and makes a better world.”
We’re not kidding about this, it’s a grand ambition and we’re brimming with confidence. Anthropologist Margaret Mead said, “Never doubt that a small group of thoughtful committed citizens can change the world; indeed, it’s the only thing that ever has.”
Together, we can inspire those around us to seize the opportunity for wealth and well-being. And that’s how we build a better world. Exciting, isn’t it.
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.