Investment and Market Commentary

Geoff Cook - CFP, CHAIP

22 July, 2013

The amount of information available in the financial services world is outstanding and overwhelming. It can be frusterating as there are so many contrarian views, and articles written by non-professio...

A Story About How Markets Work

Geoff Cook - CFP, CHAIP

02 April, 2013

Once upon a time, a drought comes over the land and the wheat crop fails. Naturally, the price of wheat goes up. Some people cut back and bake less bread while others speculate and buy as much wheat a...

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Dont Forget These Two Simple Steps When Estate Planning

Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

How to Save the Family Cottage

Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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