What We Think – Surround Wealth Advisors

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ASSANTE MARKET UPDATE – RELATIONSHIP BETWEEN WAR & MARKETS

As you’ve likely seen in the news, the world unfortunately finds itself dealing with another military conflict. It’s sad — and frankly a little crazy — that in a modern world of advanced technology, artificial intelligence, space travel, and incredible innovation, humanity still struggles to resolve conflicts peacefully. Given the headlines and the recent...

March 9, 2026

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The Surroundup

UNCERTAINTY IS THE PRICE OF ADMISSION

“The one who can tolerate the most uncertainty is the one who will eventually win.” — Sahil Bloom By the time you’re reading this, per Larry David, the statute of limitations on saying Happy New Year will likely have expired — so let me send my best wishes for 2026! Less than a month into the year,...

January 29, 2026

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The Surroundup

THE #1 QUESTION CLIENTS ASKED ME IN 2025

Hope everyone had a great Christmas and holiday break. After two weeks of my little guys being home, I think I need a break from the break. As we finish the year, I mainly just want to say thank you. The trust you place in us is something I don’t take for granted, and it...

December 30, 2025

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The Surroundup

NAVIGATING THE AGING PROCESS

As Advisors we are always looking for best practices for our client families when it comes to their financial health and wealth. A lot of the focus is on the here and now and what we can do from an investment, tax or estate perspective… proper planning goes a long way and can help paint...

November 27, 2025

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The Surroundup

THE GOLD STANDARD OF DIVERSIFICATION

Everyone’s heard the old saying: “Don’t put all your eggs in one basket.” That’s the essence of diversification — protecting yourself so one event, market, asset class, or policy change doesn’t derail your entire plan. Diversification isn’t about chasing the highest return every year. It’s about survival — making sure you can withstand uncertainty and...

October 30, 2025

The Surroundup, Videos

ARE YOU PLANNING FOR A 100-YEAR LIFE? HERE’S WHY YOU SHOULD BE

I’ll be honest: I spend a lot of time—and not a small amount of money, energy and attention—trying to stay healthy. Not in an obsessive Bryan Johnson kind of way, but in a conscious, daily-practice kind of way. My supplements are personalized. My workouts are tracked. I walk 10,000 steps most days, hit my zone...

September 25, 2025

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The Surroundup

DEATH OF A SPOUSE – PENSION INCOME SPLITTING IN THE YEAR OF DEATH

We are often asked to assist in several areas for our client families after someone has passed. Many of the inquiries are estate related, and other are tax related. One question which often comes up is the ability to pension split for the year of death of a client. In Canada, we benefit from the...

August 28, 2025

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The Surroundup

WHAT TRADE WAR?

Here we are—already the end of July. I could’ve sworn summer just started, then I blinked and suddenly everyone’s talking about their end-of-summer plans. Where does the time go? It feels like just yesterday I was advising clients to keep their expectations in check heading into 2025… and now analysts are already looking ahead to...

July 29, 2025

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The Surroundup

B-SIDE – INSURANCE: A LIFE STORY IN 3 PARTS

Where exactly does insurance fit into a life well lived? I mean, isn’t it a bit of a third rail, morbid, snoozer of a topic after all? This kid here, does he really look like he’s worried about insurance? Heck no. Well you’ve got me. Despite being an immensely important way to protect just about...

June 27, 2025

The Surroundup, Videos

THE TRUTH ABOUT INVESTMENT MANAGEMENT FEES: WHY CHEAPEST ISN’T ALWAYS BEST

Let’s get something straight: Investment management fees are not the enemy. They’re the cost of accessing expertise, strategic guidance, and opportunities to grow your wealth in alignment with your goals. Yet, in a landscape where robo-advisors, DIY platforms, and fee-for-service models have exploded, there’s more confusion than ever about what you’re actually paying for —...

June 27, 2025