Take the Emotion out of Investing
The Value of Advice
Ever notice how many of life’s biggest goals have some financial component? Have you tried to master a foreign language or run a marathon without making a significant financial commitment? Try buying a home, starting a family or helping your kids go to university. Same goes for retiring early or leaving a legacy. Without disciplined planning and saving, these goals can just slip away.
What's a Yield Curve, and do I need to Worry?
What is the Yield Curve, and do I need to worry? Think of the Yield Curve as a line graph showing several yields or interest rates across different time periods. Normally, as the time is lengthened, interest rates are higher, and the line curves up. When longer term rates are lower than short term rates, the line curves down.
Are You on Track for Retirement?
Clients often ask me if they are on track for retirement - in other words, how they may compare with other Canadians who are either living in retirement or who are preparing for retirement. This spring, Fidelity Canada released their 14th annual Retirement Survey, which reveals good insights on how Canadians are approaching that next stage in their lives. I will summarize four main areas where the report provides insights that may help you with your retirement planning.
Balancing Risk and Reward in the 2nd Half
When you're ahead in at halftime, it takes talented coaching to stay strong for the second half. We got an amazing and unusual ride during the first half of 2019, as both equities and bonds performed well.