Medical professionals spend their lives caring for others, but that doesn’t mean their own financial well-being should be left on the backburner. From the moment a doctor earns their MD to the day they hang...
7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
In 2020, Canada saw a surge in new DIY investment accounts. Between January and December, 2.3 million DIY investment accounts were created. While jumping into the world of investments is an exciting move, this uptick in...
The World Is Embracing Virtual Spending: Which Payment App Is Right for You?
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the...
Your Summer 2021 Financial Update
As we swing into the second half of 2021, consider this quote from a book first published back in 1954: “A river cannot, we are told, rise above its source. Well, it can seem to...
A Federal Wealth Tax Was Introduced in the Senate. Here’s What Affluent Families Need to Know
Several U.S. senators have proposed new legislation to raise $3 trillion in tax revenue over the next decade. Called the Ultra-Millionaire Tax, the proposed legislation comes in response to the economic turmoil Americans have experienced throughout...
Applying for Life Insurance? Here’s What to Expect
Life insurance is an important part of your estate planning strategy. You can use it to provide money for your children's education, cover your funeral expenses, and leave money behind for loved ones. Understanding what...
2021: Looking Ahead With Hope
Let’s face it. 2020 was a year of uncertainty, not just in the markets but in our lives. Thankfully, things are looking brighter for the coming months. Right now, we see similar pent-up yearnings in...
What in the World are SPACs and NFTs, and What Do They Mean to Your Investment Strategy?
Is it just our imagination, or has there been an uptick lately in exciting new trading tactics for seizing riches from exotic new markets? Unfortunately, as Sylvia Porter observed in her 1,200-page, best-selling Sylvia Porter’s...
Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
2020 was a year of stress and uncertainty, but it was also a year that brought to light issues of social justice, climate change, and social responsibility. As consumers, we have grown more conscious of...
How to Invest After You Retire
Whether you’ve been a savvy investor your whole career, or you’ve decided now’s the time to buckle down on obtaining additional income, investing in retirement can be a challenging endeavor. As you strategize and weigh...