Michael Archives - Polson Bourbonniere Derby Wealth Management

Creating and Protecting Wealth in an Inflationary Environment

worryfree-admin July 6, 2026 No Comments

By Michael Derby Why invest during inflationary environments despite volatility In inflationary and rising interest rate times like these, there may be a temptation to move or leave your money…

ESG investing: Negative screening vs. impact investing (Part 2)

worryfree-admin July 6, 2026 No Comments

By Michael Derby In Part 1 of this post, we introduced the basics of ESG investing. In Part 2, we’ll dig a little deeper and take a look at two…

ESG investing: Helping investors do good — and do well (Part 1)

worryfree-admin July 6, 2026 No Comments

Most investors used to believe that the best way to do good in the world was to do well and then give philanthropically to charities and causes that were near…

Investment risks: What are they and how to avoid them

worryfree-admin July 6, 2026 No Comments

By Michael Derby Investing, like life, exposes us all to a wide range of risks, big and small. Any or all of these can affect investment returns, making it harder…

Making the most of strategic philanthropy

worryfree-admin June 25, 2026 No Comments

By Michael Derby Whether it’s at the grocery store, a special event or a solicitation over the phone or in the mail, according to the most recent Canada Revenue Agency…

Financial Advise for Time Travellers

worryfree-admin January 27, 2026 No Comments

The 50/30/20 rule: A simple framework for financial success

worryfree-admin September 3, 2025 No Comments

Managing your money effectively doesn’t need to be complicated. The 50/30/20 rule offers a mental model for personal finance that helps you live within your means while still enjoying life…

Changing Your Family Tree Through Legacy Planning and Family Meetings

worryfree-admin July 4, 2025 No Comments

Legacy planning is a powerful tool that helps you provide for future generations and ensure your family’s financial well-being long after you’re gone. But legacy planning is about more than…

Financial Advice for Time Travellers

worryfree-admin January 17, 2025 No Comments

There are many books and movies that explore the idea of time travel. A recurring theme is that very small changes made in the past can dramatically impact the present.…

The Crypto Conundrum: Insight and Cautions For Investors

worryfree-admin May 23, 2024 No Comments

Although a lot of the buzz around cryptocurrency has died down since the pandemic, it still remains one of the most debated and misunderstood areas of investing. Unlike the relatively…

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