Blog

By 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 planning and retirement planning are like peanut butter and jelly — you can’t really have one without the other.

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Over the last week, the financial markets have taken a significant downturn over the fears surrounding the Coronavirus. The S&P 500 had its worst weekly drop since the financial crisis in 2008, after setting all-time highs the previous week.¹

Of course, investors are nervous about their money. If you are concerned with your portfolio, you’re not alone, however during times of market volatility, it’s important to stay objective and not emotional - and yes that is hard to do.

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When 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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Have you ever gone to a business lunch with someone and noticed that they’re insistent on getting a receipt? You might think it’s a little odd at first. Who cares about holding onto the receipt for a $25 lunch, right? Well as it turns out, there’s probably a very good reason that the person you talked business with over lunch is hanging on to that little piece of paper.

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Wait 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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If you’ve ever spent any time tracking investment news, you’ve seen the term “volatile market” pop up here and there. While it’s not quite as dangerous as a volatile person, it’s still perilous. Much like a volatile person, a volatile market is usually characterized by wide price fluctuations and heavy trading. It’s almost like a market mood swing.

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We’ve got it pretty good up here.

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Everyone wants to have a happy and healthy portfolio. Nobody makes investments with the end goal of merely getting by. They want to preserve capital and, ideally, make some money from investments they’ve made over the years.

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With so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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