Our Insights

A Windfall of Worry
Imagine an unexpected $670,000 inheritance out of the blue from a long lost uncle. It doesn’t just happen in the movies-it really happened to Diego and Renata Padilla. With a baby on the way, it will change their lives forever.
MoneySense, Julie Cazzin
January 2015
“Diego is very risk averse”, “He likes investing, but emotionally he panics” says Certified Financial Planner, Ayana Forward.
Full text: A Windfall of Worry
Reuters Financial News
- 2015 Year-End Update
- Financial Advisor Newsletter March 2014
- Financial Advisor Newsletter: November 2012
- Financial Advisor Newsletter: VOL XV – November 2011
- Financial Advisor Newsletter: VOL XIV – March 2010
- Financial Advisor Newsletter: Business Owner Special Edition – December 2009
- Financial Advisor Newsletter: VOL XII – October 2009
- Financial Advisor Newsletter: VOL XI – July 2009
- Financial Advisor Newsletter: VOL X – December 2008
- Financial Advisor Newsletter: VOL XI – October 2008
- Financial Advisor Newsletter: VOL X – July 2008
- Financial Advisor Newsletter: Special - January 2008
Get Started With A
No-Obligation Initial Consultation!
Do not hesitate to contact us for a no-obligation initial consultation. We look forward to hearing from you.