Recent Articles

Reading the Economic Tea Leaves

An important retirement planning skill is having the ability to “sniff out” the future direction of various factors, such as inflation and interest rates for their potential impact on future …

Financial Self-Care

Self-care is a popular buzzword, and it’s an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial …

Advice to a Future Widow

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are older than they are. So, if you’re a wife, it …

Cycle of Market Emotions

Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart below helps to illustrate the emotional aspects of investing. …

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life …

When investment markets officially hit “bear market” territory in June 2022 – while Central Banks in North America and elsewhere were continuing to raise interest rates – questions began swirling …

Portfolio Diversification

Looking back over the past few years, one thing is certain – we can never be absolutely sure what the financial markets will do at any given time. We can …

Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly individuals as well as for the adult children who care …

Putting It In Perspective

The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest …