In recent months, the Canadian and U.S. stock markets reached all-time highs. This kind of performance can tempt some people to change their investing habits.
On Page 1 of this issue of Well-Advised, we examine how different investors can react in opposite ways to record performance.
The rest of the newsletter is all about the financial life of different generations.
On Page 4, one article points out the pros and cons of financial influencers, whose followers are mainly the younger generations, the primary users of social media.
One generation helping the next is the topic of the other Page 4 article. It’s about parents gifting funds to their young adult children to take advantage of the contribution room in their registered plans.
On Page 2, we discuss a challenge many millennials face—juggling multiple financial goals.
Meanwhile, retirees are living longer and, while that may be a blessing, it also brings financial risks. The Page 3 article identifies these risks and suggests strategies to manage them.
We hope you and your family are doing well and that you enjoy the spring. Please contact us whenever we can help you with your wealth management program.
Loading Viewer...