- 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.
We can’t predict.
Financial and economic ups and downs are impossible to predict. Yet the media is full of predictions…mostly negative… especially these days, they daily predict recession and falling financial markets. They don’t know, and they might be wrong. We may have continued economic growth and rising financial markets.
But we can prepare.
Being unable to predict does not mean we are exposed and vulnerable, because we can prepare. Owning solid investments, implementing wise financial planning, and drawing on sound knowledge and deep experience prepares us for what lies ahead. We can keep sailing regardless of the weather, and calmly secure wealth in the long-term…with peace of mind
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.