The goal with our newsletters is to be both informative and interesting – a delicate balance! This issue focuses on summarizing 2017 and looking forward to 2018.

Our monthly income investments performed very well in 2017 resulting in an income raise from many of our funds for 2018. We will review your income streams at your next review.

Coach’s Corner has one last article from Dave Poggemiller as he moves into retirement. Dave talks about analogies between successful investing and successful skiing!

Sharmon’s notes are focused on optimizing your monthly income streams and some helpful advice for the upcoming tax season – a must read!

Taking a cue from Benjamin Franklin, we review how your rate of return is calculated and how income amounts are changed over time. Knowledge really does pay interest.

Our Performance Review goes over how our core investments performed relative to their benchmarks in 2017. Geographical allocations and potential manager changes are also reviewed.

To start 2018 we will be focused on making Tax Free Savings Account contributions for everyone. February’s focus on RSP contributions. March and April will be focused on taxes…….fun! (with a side of sarcasm of course).

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