Financial Planning • Tag.

Why is the DOW Lagging the S&P 500 & NASDAQ? Tag: Financial Planning

The_Alpha_AdvisorJoin Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

"Alpha" is a measure of the active return on your investment, in other words, the performance of that investment when compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period. That's what we do - aim to add Alpha to your portfolio over the long term.

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How Financial Advisors Can Help You Avoid Risk Tag: Financial Planning

MeetingThere’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

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How to Make your Finances Recession-Proof Tag: Financial Planning

How_To_Make_Your_Finances_Recession_ProofBy now we've all heard that Canada, and the globe, is projected to experience a recession this year. This is mainly due to COVID-19 and how this pandemic has halted many industries and economies.

This isn't the first time that we've experienced a recession and chances are — it won't be the last. So how can you recession-proof your money and protect it?

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Financial Planner vs. Accountant: Which One Do You Need? Tag: Financial Planning

Financial Planner VS AccountantWe can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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3 Signs of a Successful Financial Plan Tag: Financial Planning

3 Signs of a Successful Financial PlanWhen you put a financial plan in place — you hope for the best. You want to have money to do certain things in life. Whether that means splurging on a European vacation or saving for your child’s college fund, careful financial planning helps achieve these things. But how do we really know if our efforts are paying off?

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3 Easy Year-End Tax Tips to Save Your Small Business Money Tag: Financial Planning

Year-End Tax TipsWait a second. Check the calendar again. That can’t be right. Wasn’t it just January? The end of the year has come in fast and furious form. The Christmas season is almost upon us, but our stomachs are still digesting Thanksgiving dinner. That’s life, isn’t it? The more you have going on, the more you start recognizing how quickly time flies.

 

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Understanding the 3 Financial Planning Stages Tag: Financial Planning

Understanding the 3 Financial Planning StagesWe all go through different stages of life. Whether it’s dying our hair pink or moving to a new city, these stages represent different phases. As each stage inevitably ends, a new one opens up. It’s the accumulation of these stages that turns us into the people we are today.

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