With all the ups and downs the market has experienced (with a splash of inflation thrown in), it’s not unusual for financial planning clients to question their portfolio performance. And we understand that – the last few years have brought…
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The Joys and (Financial) Challenges of Having Kids Later in Life
Bringing a bundle of joy into your life is a magical experience, regardless of when it happens. However, as more and more couples choose to delay parenthood, there’s a growing conversation about the financial implications of having kids later in…
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How to Navigate the Impact of Rising Interest Rates on Your Bond Portfolio
As an investor, incorporating bonds into your portfolio can offer a sense of security, manage risk, and provide a reliable source of income. However, with the recent increase in interest rates, many investors are left wondering how this will impact…
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The Great Wealth Transfer: Preparing for an Inheritance
In the next few decades, trillions of dollars are expected to change hands as the Baby Boomer generation passes on their wealth to their heirs. “The Great Wealth Transfer refers to the massive shift of wealth from the Baby Boomer…
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How Will Inflation Affect My Retirement?
If you’re in or entering your retirement years and watching the rise of inflation as we experienced in 2022 and beyond, you might be looking at your portfolio and wondering if it can weather the storm. Will I have to…
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Don’t Count on It: 4 Reasons Why You Shouldn’t Rely on a Possible Inheritance
It’s not unusual for people to think of an inheritance as a sort of safety net. If times get tough, there’s always a chance that a rich uncle or generous grandparent will swoop in and solve all their financial problems….
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