Market volatility paired with dollar-cost averaging means investor opportunities. Purchasing at regular intervals allows the investor to have a strategic process in place to take advantage of these opportunities as they come along. The time is right to embrace a strategy that works best in volatile markets.
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
How to recognize scams and protect your financial assets. Solutions For Financial Planning, Fall 2020
Efficient planning is required to successfully transition the family farm to the child(ren) who plan to actively work the farm, while also creating estate equalization for the child(ren) who do not wish to be involved in the family farm operation. A problem that presents itself at death can be best solved with a strategy that pays out at death. This is why permanent tax-exempt insurance becomes a key tool in the execution of a succession plan.
Frances Donald, Managing Director, Global Chief Economist, and Global Head of Macroeconomic Strategy explains why she believes the pandemic will play out in three stages and will accelerate macrotrends already at work.
What could sports betting and gambling possibly have to do with an economic and market update? Well, it’s 2020 and it seems anything is possible. Here is the connection.
The stock markets in 2020 have resembled riding a wild roller coaster for investors. Despite a very weak economic outlook earlier in the year due to uncertainty surrounding the coronavirus, major global stock markets have recovered most of their losses for the year.
We had the pleasure of being included in this May 27/2020 article in The Signpost on how we are servicing our clients during these challenging times. Written by Julie Neufeld and reprinted with permission from The Signpost.
The market turbulence brought on by the Covid-19 pandemic has been difficult emotionally for many investors as they take stock of the transition into recession territory on their portfolios. Investors have questions and there are some valuable things to understand if you find yourself uneasy about your investments.
According to the Canadian Anti-Fraud Centre, there have been a number of COVID-19 related scams aimed at the most vulnerable by taking advantage of fear and misinformation. It’s important to keep yourself and your loved ones, especially those who may be more susceptible to fraud, armed with the facts.
Amidst the economic fall out of the Covid-19 pandemic, the Canadian government announced a 25% reduction in RRIF minimums as part of a multi-billion dollar relief package.When you are in a RRIF, you are mandated to withdraw the minimum amount required by law each year. In this scenario, when the market drops drastically the RRIF payment you receive equates to you selling that portion of your portfolio at a low.
It’s the ‘average Joe’ who has enough information to sound like they know what they are talking about, a hearty dose of over confidence, and a desire to be seen as an expert who is the most dangerous.