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Our Insights, Blogs
& Publications

Click with Confidence: Staying Safe in a Digital World Thumbnail

Click with Confidence: Staying Safe in a Digital World

In this edition of Friday5, Click with Confidence: Staying Safe in a Digital World, Joseph Apps, Founder and CEO of Joe Apps Technology Support, shares practical insights on spotting online scams, understanding today’s more sophisticated cyber threats, and taking simple steps to keep your personal information and finances secure.

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Emotions of Investing Thumbnail

Emotions of Investing

In this discussion, Joe unpacks why investing is never just about numbers, its about how emotions drive both human behaviour and why recognizing those feelings is key to making sound investment decisions.

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The Psychology of a Dip Thumbnail

The Psychology of a Dip

In this edition of Friday5, Richard walks us through the most common mental traps investors fall into during market downturns, and how being aware of them can make all the difference.

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Finding Calm in the Chaos Thumbnail

Finding Calm in the Chaos

In times of market turbulence, it's crucial for investors to maintain a level head and avoid making rash decisions. Here are three effective ways that we use to help manage your portfolio during chaotic periods without resorting to panic selling.

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Tax Season Survival Guide Thumbnail

Tax Season Survival Guide

In this edition of Friday5 Nicole Chamberlain, a tax professional, owning and operating Organic Financial Services (formerly NC Tax Services), shares with us how to make tax season less stressful by giving us tips how to make filing easier and common missed tax savings opportunities.

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