- 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.
2019 was a gift for investors.
As reported January 1, 2020 in The Globe and Mail, “Broad Market Rally in 2019 Made Investing Almost Foolproof”.
Most asset classes had impressive gains last year: large and small stocks around the world, Treasuries and bonds, gold and silver and other commodities, real estate – even the futures prices for hogs rose 18%, chuckle.
Smile. Let’s enjoy the moment.
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.