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REPORTING ON KEY ISSUES WITHIN
FINANCIAL PLANNING AND INVESTMENT

5 Ways to Make Social Distancing More Social

News

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is just a part of our lives. Here are 5 ideas on how to make social distancing a little less isolating. 1. Set a schedule. We […]

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The plan is the path

Uncategorized

None of us planned for this. But your financial plan does have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting heightened emotions and bad headlines steer you towards decisions that could have a negative impact on your finances […]

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We Plan for a Reason

Financial Planning, Market Commentary

We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at your most recent financial plan, we can see events that we’ve been anticipating for quite some time: children heading off to university, home upgrades, holidays, […]

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Cornavirus and market volatility

Market Commentary, News

Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going into this New Year, many stock markets around the world were trading near all-time highs including major […]

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Don’t Let a Hacker In

News

We spend so much of our lives online that protecting our digital selves is now as important as protecting any other asset. Cybercriminals continue to find more devious and more sophisticated ways to access passwords, bank accounts, and personal identification data. And large-scale hacks like the 2017 Equifax breach underscore just how vulnerable our data […]

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Will a Holiday Home Provide a Good Return on Life?

Uncategorized

Holiday homes can provide years of enjoyment and fond memories for multiple generations of your family. They can also create an extra layer of headaches and expenses that prove more trouble than they’re worth. Here are 4 reasons to think twice before buying a holiday home, even if doing so won’t break the bank: Full-time […]

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When Setting New Year’s Resolutions Be Sure to Rethink Your Financial Goals

Financial Planning, Holidays, Retirement, Tax Planning

If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” is a common resolution. It begs the question, “How?” Folks who can’t answer that question usually get frustrated and abandon their resolutions before they start. […]

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