Author: Ian Arrowsmith

Ian Arrowsmith

Ian Arrowsmith
Managing Partner, CMFC®, CRPC®

Recent Posts

When Can We Retire? Answer This Question First
Mar 13, 2025
Dreaming of the endless hours of free time stretching out before your retirement can be exciting and feel like a fantasy during your working years.[...]
A Retirement Planning Checklist: 5 Steps to Prepare for Retirement
Aug 13, 2024
When can we retire? Will I outlive my money in retirement? What should we be doing now to retire in the next couple of years? We hear these questions[...]
New Year, New Financial Goals
Jan 29, 2024
It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact.[...]
What is Social Investing? Three Steps to Get Started.
Aug 30, 2023
Social investing, also known as Socially Responsible Investing (SRI), has been growing in popularity for a number of years. Simply put, social[...]
Why You Should Not Try to Time the Stock Market
May 05, 2023
It’s commonly known that trying to time the stock market is frowned upon, mainly because it’s a risky way to manage your investments. Some investors[...]