Insights & Perspectives

One client's legacy inspired Rob to reflect on investing principles and long-term relationships.

We are pleased to announce that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management. Having joined FVIM as an Advisor in 2022, Andrea brings valuable expertise in tax and financial planning.

There's never a good time to time the market. Instead, maintain a globally diversified portfolio tailored to your needs.

People have their take on retirement. With planning, hard work, and help from a skilled financial advisor your retirement can be a dream come true (at least according to these notable voices).

Your financial plan is made up of a variety of investment apples. Why are you comparing it to the returns of a ripe melon?

Investors might think of stocks as their cake, and dividends as an extra layer of frosting, but in fact, dividends are a bite out of your cake. Post-dividend, your stock—your slice of a company—is worth a tiny bit less.

Join us September 16th, 2023 alongside the AppleTree 5k. As the race is underway, we'll have Rob at our office with light refreshments while Matt & Andrea lace up for the walk/run. Stop by to grab a bite, connect with our financial advisors and explore recommended books about capital markets and financial security.

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can reduce excess commotion. In that spirit, here are 3 financial best practices that pack a lot of value per “pound.”