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  • Our Services
    • Estate Planning
    • Insurance Planning
    • Investment Planning
    • Retirement Planning
    • Tax Planning
    • Education Planning
  • About Us
  • Meet Our Team
    • Paul Moore, BA, CPA, CMA
    • Evelyn Oliver
    • Brenda McCrae, CCS, QAFP
    • Jim Thornton
    • Marie Lefebvre
    • Amanda Thornton
  • Clients
  • Articles & Resources
    • Articles
    • Financial Calculators
  • Contact Us
  • Client Login

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  • Articles
  • Cash Management
  • Client Message
  • Estate Planning
  • General
  • Insurance Planning
  • Investing
Author Image

Jim Thornton, CLU

January 31, 2024

Articles, General, Investing

Financial Quick Takes: What are you comparing to?

Author Image

Brenda McCrae

December 22, 2023

Articles, Investing, Tax Planning

Investments & Taxes: Understanding What’s What

Author Image

Brant Financial Group (Assante Capital Management Ltd.)

December 22, 2023

Articles, Market Updates

Market Update: November 2023

Author Image

Jim Thornton, CLU

December 22, 2023

Articles, Cash Management, General

Credit Scores (Part 2): Payment History – The Foundation of Your Financial House

Author Image

Jim Thornton, CLU

November 10, 2023

Articles, General

Credit Scores (Part 1): Cracking the Code – Your Credit Score Demystified

Author Image

Brant Financial Group (Assante Capital Management Ltd.)

November 10, 2023

Market Updates

Market Update: October 2023

Author Image

Jim Thornton, CLU

November 10, 2023

Articles, Client Message, General, Investing

Navigating Geo-political Tensions: Keeping Calm in Volatile Times

Author Image

Brant Financial Group (Assante Capital Management Ltd.)

October 5, 2023

Market Updates

Market Update: September 2023

Author Image

Jim Thornton, CLU

October 5, 2023

Articles, General, Investing

Financial Quick Takes: Making Mistakes

Author Image

Jim Thornton, CLU

September 28, 2023

Articles

Financial Quick Takes: The Wisdom of Crowds vs. Popular Delusions

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