Posts by Brent Vandermeer

The Art of the Rebalance

From the Desk of Portfolio Manager, Brent Vandermeer Rebalancing: The action of bringing a portfolio that has deviated away from one’s target asset allocation back into line. Under-weighted securities are purchased and increased in their weightings while over-weighted securities that have grown are reduced in order to purchase new or under-weighted securities. In essence, it’s […]

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Living Care: Insurance that pays while you are alive

I read a caption recently that said ‘tapping into your children’s legacy might not be your idea of a Care Plan…but if you haven’t planned for your care needs, it might be the only strategy available to you’ In all of your planning, have you planned for care? Or have you not yet looked at […]

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The Will of Philip Seymour Hoffman – A Sad Lesson

Every now and then, we come across an article where a real life story makes a point better than the best editorializing ever could. Please enjoy the following true story, courtesy of one of our lawyer friends and remember Vandermeer Wealth Management are here to help in the creation and implementation of your will, powers […]

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A Year in Review: 2013…A Year When Things Don’t Go Our Way

We started the year by writing two articles entitled “Waiting for the Fundamentals to Prevail.” (Part 1 & Part 2) Now that we come to the close of 2013, it appears quite apparent that we will be waiting a while longer than we at first anticipated. Where do things stand today? From a high level […]

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No Will? No Way!

Dying without a will is described by the term INTESTATE. When one dies without a will, the laws of the province in which they live, determine how their estate is distributed. Not very often does this provincial ‘plan’ mirror an individual’s actual wishes. Having no will (intestacy) also means a lengthy delay in settling the […]

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