Aug 18, 2022

How do you, as an investor, sift through all these choices that you have when creating your wealth plan? What’s the order of operations when building your financial plan and managing your cash flow? In this week’s podcast episode, Mike MacKelvie, wealth advisor, is joined by special guest Abby Foster, associate...

Aug 11, 2022

The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in...

Aug 4, 2022

Inflation is unavoidable right now. You see it every where you look and on the news, but what can we do to combat this inflation? Is there anything you can be doing differently in your portfolio?  In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk...

Jul 28, 2022

An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew...

Jul 21, 2022

When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week’s episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.