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The Letters After Our Names

01.30.2025 // Markets & Investing

It seldom happens, but every so often a client or potential client will ask, “All you people in finance, what do the letters after your names mean, anyway?” I often reply with, “They mean we’re good at writing exams, and some of the exams aren’t too bad while others are hell on earth.”

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Preparation

01.22.2025 // Markets & Investing

For the next time the market takes it on the chin.

The market has been on a tear since 2009, but there have been some rough patches along the way: the European Debt Crisis and U.S. credit downgrade in 2011, the oil price collapse in 2015-2016, and the Covid Crash in 2020. Each felt like a bloodbath at the time (The National Post even had a headline in all red that said “Markets Bleed”) but even including those few corrections, the market has been on a tear over the past fifteen years.

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Incentives

01.21.2025 // Markets & Investing
Though it doesn’t happen as often as it used to, from time to tim...
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Herlaar Wealth ManagementHerlaar Wealth Management
  • Herlaar Wealth Management
  • 1000-1175 Douglas Street Victoria, BC V8W 2E1
  • T: 250.405.2400
  • F: 250.405.2499
  • Map & Directions
  • Map & Directions
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