Money Management, Investing, Realistic Rates of Returns, Investment Coaching. Wealth Creation Forever.
03/10/2025
Investors, Investing, Geopolitical Bullying Ogden Financial News Letter First Quarter 2025 It seems that in spite of one turbulation to another, our society has one event leading into another. We have endured through an oil restriction of political change from 2016, a viral pandemic of 2019-2021, hyper inflation of 2022-2023, and Now fearmong
Strategies for saving are often overlooked with tunnel vision. Focusing on one savings account can decrease your retirement strategy.
When considering options on where to invest consider using all the accounts to your advantage. Saving for a home, or even a new transition in a future home let me suggest:1) deposit in an RRSP and get a tax credit refund. 2) deposit into your FHSA and get another tax credit refund in the same year. 3) use the refund to deposit that money into your TFSA.
The result is more tax returns dollars and government funds to save into your own TFSA.
All 3 accounts now build your wealth for meeting your short term goals and long term goals.
Hire us, we want you to succeed.
Merry Christmas everyone!!!
Investing, Financial Planning
The proposed Alberta Pension is a HOAX, our premier is lying to us. There is no choice! There will not be 53% of the Canada Pension Funds paid to us. That is an outright lie! And Danielle Smith or anyone else is not in any position to administer the funds appropriately.
04/18/2023
Ogden Financial News Letter April 2023 Advisor Executive Review News Letter (To-date) There is Good News once you navigate through disruptive noise in the investment world. One item on track to date is our slow recovery.
Our recent updated year end report for 2022, comes in with practical investment information and recommendations to stay invested and "add more" the buying time is now.
11/15/2022
May 2021 Financial Highlights
12/03/2020
Lots of good things happened in 2020
Year End Thoughts to 2020 December 2020 Year End Executive Highlights from Brian and Matthew Ogden We entered our 2020 year with positive growth and heightened markets. Abruptly our world was challenged with the COVID 19 pandemic as early as February this year.
07/10/2020
Update on your savings plans and retirement goals
Getting ready for your savings Financial Advisor Covid update July 2020. Emergency Funding In the past we have always been encouraged to have at least (3 months Net Income) within a savings account for unprecedented events and times.