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April 2020 Update

April 2020 Update

by Julia Chung | Apr 27, 2020 | Cash Flow, COVID-19, Financial Planners, Personal Finance, Personal Financial Planning

April 2020 Update Has it only been a month since our last update? It feels like several decades have passed. The sheer volume of information we’ve received and amount of change that has occurred since the beginning of March 2020 has easily outstripped what we would...
March 2020 Update

March 2020 Update

by Julia Chung | Mar 30, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning

Monthly Spring Update We hope this newsletter finds you as well as you can possibly be. It’s only been a month since our last regular newsletter, and so much has changed. Things are changing on a daily basis now, and there’s a great deal of uncertainty in the air. At...
February 2020 Update

February 2020 Update

by Julia Chung | Feb 25, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning

Monthly Spring Update If you’re a regular reader, you’ll know that we spent a few days at the end of January and beginning of February reviewing our 2019 and thinking about our 2020. We were lucky to be able to bring together seven of our team members from across the...
January 2020 Update

January 2020 Update

by Julia Chung | Jan 27, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning

Julia Chung Happy 2020! Happy Year of the Rat! Happy EVERYTHING! If you’ve been reading along with us for a few years, you’ll already know that Julia is of the opinion that the time between January 1st and the Lunar New Year (January 25 this year) is our “practice...
Big Shiny Numbers 2020

Big Shiny Numbers 2020

by Julia Chung | Jan 20, 2020 | Big Picture, Personal Finance, Registered Education Savings Plan, Retirement Planning

Personal Finance Welcome to 2020!  Each new year comes with a new set of numbers and this year – which is either the last year of an old decade or the first year of a new one, depending on who you’re talking to – is no different.  Here are some Big Shiny...
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