Investments
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails. This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions. This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed quality time with family and friends reflecting on how fortunate I am to have every one of them in my life. My two daughters who are 9 and 7 years old respectively, have been carefully…
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…
Inflation is a term that has been dominating the financial news in recent months, and as investors, it is important to understand what the term inflation means and how it affects our investments. Key Takeaways: Understanding inflation and its causes Central Bank responses to support economic growth have increased inflationary pressures How inflation can affect…