Financial Library

Financial Self-Care

Posted on: September 12, 2022

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 self-care means practicing this with money matters to reduce your stress and increase your optimism. It's about making concrete plans, setting goals, and consistently practicing a mindset of possibility - that moves you into place of calm empowerment where you can achieve financial well-being.

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financial planning

A Hot, Hot July

Posted on: August 8, 2022

Not only have we had some very hot weather this summer, but we also had a hot Stock Market in the month of July. This was a welcome rally as 2022 has been a very challenging year. July wasn't just a good month either, it was the one of best months we've had in a couple of years. In fact, the US market had the best month since November of 20201. Earnings reports were generally good and while inflation continues to be a serious challenge, unemployment in Canada and the United States continued to stay at or around historic lows2.

Dealing with a Family Cottage

Posted on: August 8, 2022

When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but creating time for family was their primary goal. Indeed, the property value had appreciated considerably, but more importantly, it had given them a lifetime of memories with their children and, more recently, their grandchildren.

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estate planning

Portfolio Diversification

Posted on: July 11, 2022

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 study charts and graphs, both historical and forecasted, we can consult with economic experts, business leaders, and government officials, we can look at inflation and interest rates, and still we cannot predict the markets with absolute certainty.

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investment planning

A Tough First Half to 2022

Posted on: July 11, 2022

It's been frustrating to have to report bad news in a number of newsletters this year but anyone who knows me knows that I won't try to gloss over things. 2022 has been a tough year with War in Europe, Rising Prices across the Globe, Labour Shortages, Supply Chain Issues, and now, Higher Interest Rates. It has been a very hard year to navigate through. In fact, it has been the worst first six months to a year on the Stock Market since 19621.

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investment planning

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