Bloom’s investment philosophy is clear and concise—we are committed to protecting, preserving, and building clients’ wealth through our focus on dividend-paying stocks which provides clients the ability to generate stable, independent cash flow, if desired, while growing their initial investment.
We understand that every client has unique financial goals, objectives, and needs, so we take the time to get to know each client individually and provide personalized investment management services tailored to their unique financial goals.
Having multiple income streams is a wise financial strategy that can help you achieve financial security, independence, and freedom. It involves generating income from different sources such as your main job, side hustles, investments, and passive income streams.
Grandparents or parents of high-net-worth families who have amassed wealth beyond their personal needs may at one point or another contemplate how to pass money to their heirs, while minimizing taxes.
There are many different reasons you may want to make a cash gift. If you are considering gifting a significant sum of money, for instance to your spouse or your children, what are the tax implications of making such a cash gift in Canada? This article will help answer your questions.
You can become rich by amassing a large amount of money—but you can only become wealthy by guarding and building your fortune.
Wealth is quiet—here are 3 smart money habits you can learn from the quietly wealthy.
A well-conceived and concise investment philosophy is widely held as crucial to investment success.
It may be even more important than an investment strategy, as your investment philosophy is the precursor of your investment strategy.
Bloom’s Investment Overview
Bloom Investment Counsel, Inc. distributes quarterly investment overviews to high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts on our email subscription list. If you would like to be added to our subscription list, please enter your details below.