Jun 30, 2022

In this episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss volatility in the stock market and strategies to embrace the up and down rollercoaster that the stock market can be. Valerie and Michael talk about the history of markets, rates of return...

Jun 23, 2022

In part 2 of Your Life Simplified’s real estate series, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss how REITs, or real estate investment trust, and ETFs, or exchange trades funds, have performed in high interest rate environments and the advantages of investing in real...

Jun 16, 2022

Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, talk about the things you should take into consideration before investing in real estate. The topics discussed include interest rates, return on...

Jun 9, 2022

Often times, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and vaccinations. However, other costs, such as pet insurance, additional vet bills and housing need to be considered before adopting a furry friend. In this week’s podcast episode, Valerie Escobar, senior wealth...

Jun 2, 2022

How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor,  and Mike, welath advisor, will be sharing with you tips and insights to help you teach your kids how to become financially literate.