Memo Archives - Bluestone Financial
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Bluestone Memos

SECURITY & BELONGING

Security and belonging are wonderful emotions. They form an integral part of personal well-being. What does this have to do with wealth? How does your financial planning and your investing strategy contribute to feelings of security and belonging?

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THOUGHTS ON PANDEMIC

This pandemic time is a mix of good and bad; it’s sad and heart-wrenching, how many are suffering; and there are global developments taking place that could leave lasting good. Click below for thoughts on COVID-19.  

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NEW FINANCIAL WORLD

Many of us have rich childhood memories of watching that wonderful movie “The Wizard of Oz”. We can easily recall Dorothy’s fateful words, “Toto, I have a feeling we’re not in Kansas anymore”. Well, the reality is, we’re not in the same financial world anymore. We are living in a world of near-zero interest rates….

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THE DOW CROSSED 30,000

Season’s Greetings, Happy Holidays, Merry Christmas. Recently I heard an interesting Christmas greeting; have a cuddly Christmas. I guess that’s the best one for this Christmas of physical distancing. The other day, Tuesday November 24th, in the morning, the popular U.S. stock market index, the Dow Jones Industrial Average, usually referred to as “the Dow”,…

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THE ANT AND THE GRASSHOPPER

Once upon a time, in ancient Greece, there lived a slave, who was a storyteller. His name was Aesop, and the wisdom of his stories hold true to this day; we know them as Aesop’s Fables. You’ve heard the one about The Ant and The Grasshopper. The grasshopper watches the ant working diligently all summer…

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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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