12/04/2024
Companies "can't afford" to wait and see if Donald Trump follows through with proposed tariffs.
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We provide expert advice to our clients in various areas including: Retirement Planning, Tax Strategies, Wealth Management, Estate Planning, Risk Management, and more.
12/04/2024
Companies "can't afford" to wait and see if Donald Trump follows through with proposed tariffs.
10/13/2022
Discouraging news and red ink always push sentiment indicators into bearish territory. However, potential returns are increasing because prices drop more than the value of the underlying companies.
Yes, procrastinating beats selling out, but rebalancing is even better. A few small purchases will enable a portfolio to go up with as much or more invested in stocks (percentage wise) than it went down with.
Tom Bradley: No doubt Warren Buffett is doing some buying now Procrastinating beats selling out, but rebalancing is even better
10/03/2022
It's been a tough year for the market. However, this bear market gives you an opportunity to automate your investments and continue building wealth. The dollars you invest on the way down will be worth more on the way back up.
Making Lemonade in the Stock Market - The Irrelevant Investor For just the third time in a long time, the stock market has declined for three consecutive quarters. Things feel dark out there, and investors are losing hope. But for those of us that are still contributing money to their future, this bear market should not be met with anxiety, but with open arms....
08/22/2022
Tracking and reviewing your expenses, even for a short time, will highlight your spending habits. This will help you make more informed decisions about how and where you want to spend and save your money.
Coming up a little short financially? The little things really do matter Small, seemingly insignificant purchases can be the difference between a budget that works and one that doesn’t.
08/19/2022
Do you have apple products? Make sure to update your devices and be secure against vulnerability
Apple security flaw ‘actively exploited’ by hackers to fully control devices Users of iPhone, iPad and Mac advised to update software to secure them against vulnerability.
08/10/2022
Gas prices have soared throughout 2022, along with inflation and cost of living. The Carbon Tax Rebate arrived in July, giving you and your family a little extra cash in your pocket with the sky-high inflation. You can expect another deposit for October and January.
Carbon tax rebate arrives as cost of living a top concern for Canadians Canadians can expect more rebates in October and January.
07/21/2022
Is timing the market stressing you out?
Set up a Pre-Authorized Contribution (PAC) to take advantage of dollar cost averaging. It takes the emotions out of the equations and helps you stay consistent with your investing.
It's markets like this when you make your money. You just don't realize it at the time.
How to invest using dollar-cost averaging Instead of trying to time the market, there's an alternative strategy that can be beneficial for investors at all levels: dollar-cost averaging.
06/27/2022
With the downturn in markets the last few months, it's tough to stay optimistic. Here's three things to keep in mind while in bear territory.
3 Crucial Rules For Surviving And Thriving After A Bear Market Rising fears of an impending economic downturn have added to investors’ fears that things could continue to get worse. How can we overcome our feelings to make wiser investment decisions? This article will provide three crucial rules for surviving and thriving after the bear market.
06/16/2022
With inflation on the rise and the volatile markets, it's difficult to deal with the financial stress of it all. Help keep your anxiety down and give you a piece mind by creating a financial wellness checklist!
How To Create A Financial Wellness Checklist As we continue to deal with financial stress due to soaring inflation, higher gas prices and rising food costs, taking inventory of your current finances and preparing for the unexpected can help you make more informed decisions about your finances and set new financial goals.
06/07/2022
When markets are volatile, some of the best advice is to keep your investments goal-focused and planning-driven. It's natural to be concerned if the market is trending downward while retirement is looming closer and closer.
Having a financial advisor helps keep you focused on your plan. Come talk to us and help set you up with your financial and retirement plan.
A Retirement Reminder During Tough Times When markets are volatile, some of the best investment advice is to keep your investment goal-focused and planning-driven.
05/18/2022
With the current decline in the markets, take advantage of creative ways to use your money. For example, use dollar cost averaging to automatically invest your money. Take out the emotional aspect of investing and that could mean a lower average cost per share over time.
Seven creative tax moves to make when markets are tanking At the time of writing, the S&P 500 is down more than 18 per cent year-to-date and the S&P/TSX is down more than 7 per cent. Losing money in the market can actually give rise to some creative planning ideas. Here are seven ideas.
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