As summer begins, it’s the perfect time to reflect on your financial goals and ensure your portfolio is positioned for long-term success. Below, we’ll share some timely insights and planning tips to help you make the most of this warm and wonderful season, both personally and financially.
Our Summer Hours
On long weeks throughout the summer (and all the way through Thanksgiving), we’re closed on the Friday or Monday before the holiday. On a day when the office is closed but the markets are open, your advisor will be checking email throughout the day for any urgent matters and will return your call ASAP if you need to leave a voicemail. Our office hours are also always on our website if you would like to plan ahead!
Welcome to the Team, Tara!
We’re pleased to have Tara Robbins bring her experience and knowledge to the team. She understands that wealth management is not just about retirement and that it requires a holistic approach. She knows that financial planning not only encompasses you but also the people who share your world. Please take a minute to read through Tara’s bio!
Staff Wellness Day
Our team recently took a day to recharge and build some team memories and new skills. We enjoyed experiencing the treatments the Vortex Wellness Centre offers for inner and outer wellness. The team at Vortex was amazing at giving us a new and fascinating experience!
We then moved on to join Alissa Price of the Contemplative Cook for an amazing cooking lesson in pierogi making. Fun was had by all, and the end results included some new skills and a delicious dinner.
These days help us keep our team strong, happy, and healthy to better serve our clients!
Summer Reads – BlueRock’s Staff Picks
If you have plans to take some time off, or love reading outside in the nice weather, our staff has some book suggestions you may enjoy:
10% Happier – A great read to help make tiny changes to enhance your life and everyone around you.
Forever Dog – A deep dive into nutrition and longevity for your furry friends and, in essence, helping you change your own eating habits.
(Audio Book) Arctic Homestead – This book puts you right into the lives of a few extremely strong and brave women.
The Camino Island Series (3 books) by John Grisham: Camino Island, Camino Ghosts, and Camino Wind – They are amazing beach reads with some significant historical lessons. You will not be able stop after the first book.
Interested in Buying a Family Cottage?
With so many wonderful properties on the market these days, you may have thought about what it would be like to get into a family cottage. Get an overview of some good considerations and factors to think about before you take the plunge and make the investment.
As always, we’re here to support your financial journey through every season of life. We wish you a safe, relaxing summer filled with clarity, confidence, and peace of mind! We hope you are able to enjoy this season and spend plenty of time with loved ones. If there’s anything we can do to help, please let us know.
