An economic soft-landing? Yes, no, maybe…
In today’s episode, we dissect the elusive concept of a “soft landing” economically, analyzing the potential for such an outcome in the current U.S. economy.
The Dividend Trap: How Seeking Stability Might Limit Your Returns
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.
Enemy #1 in Investing: Your Brain!
Is your brain tricking you and influencing your investment choices,perhaps leading you astray? Join us as we explore the role of behavioural biases and their profound impact on investment decisions.
TMA Book Review: Psychology of Money by Morgan Housel
Do emotions play a pivotal role in shaping our financial choices, and influencing our long-term outcomes? We deep dive into this book to learn more!
Lifestyle Creep: The Silent Threat to Your Retirement Plans
Lifestyle creep—a subtle increase in expenses as income grows—could be impacting your financial future and threatening your retirement more than you realize.
Inspired Retirement – Maximizing retirement satisfaction
Retirement has the potential to be the happiest phase of one’s life. Learn how retirees can uncover their unique paths to a gratifying and purposeful retirement.
2023 Mid-Year Investment Review: Economy & Market Trends
Recession concerns haven’t materialized as many had predicted and portfolios are positive so far with most asset classes having positive year-to-date returns.
How do reverse mortgages work?
A reverse mortgage can offer an opportunity to unlock home equity and provide much-needed cash flow. Today we discuss the best candidates and strategies for using them.
Cybersecurity: Education, Prevention, and Response Strategies
With so much of our lives online, are you aware of the risks you face? From phishing scams to ransomware and identity theft, the responsibility ends up on us as individuals to ensure we protect ourselves from cyberattacks as far as possible.
An Investor’s Guide to Expected Returns
Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.
Navigating Mortgages and High Interest Rates
Whether you’re a first-time home buyer or a seasoned real estate investor, understanding the intricacies of mortgages is a game-changer in your financial journey. With many potential pitfalls, confusing jargon, and seemingly endless options, proper guidance throughout the mortgage process is invaluable.
Debunking 8 common tax myths and misunderstandings
Countering bad advice, especially during tax season, is crucial. So we reached out to expert and tax specialist Réginald Pierre-Louis to bust several tax myths and give you the facts to help ensure that you file accurate returns. His expertise can help ensure that you receive money the government owes you and avoid penalties for underreporting.