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Financial Education
hand holding tree growing out of money signifying financial growth

8 Tips for Financial Success

Here is a short article with some solid financial advice: https://dfpi.ca.gov/wp-content/uploads/sites/337/2019/06/8_Tips_for_Financial_Success.pdf 8 Tips For Financial Success Article Summary: 1. Choose Carefully. 2. Invest In Yourself. 3. Plan Your Spending. 4. Save, Save More, and Keep Saving. 5. Put Yourself on a Budget. 6. Learn to Invest. 7. Credit Can Be Your Friend, or Enemy. 8....
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hand holding tree growing out of money signifying financial growth

Longevity and Wealth: Connections

Researchers have long known of the correlation linking health, wealth and longevity. Financial preparedness can increase both lifespan and healthspan. 
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hand holding tree growing out of money signifying financial growth

Navigating Volatile Financial Markets

A professionally managed, diversified, CommonWealth multi-fund portfolio can help you navigate volatile financial markets.
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hand holding tree growing out of money signifying financial growth

Canadian 2024 Budget Update

Please find an update on the Canadian 2024 Budget:   https://acrobat.adobe.com/id/urn:aaid:sc:US:c02da49e-3a3c-49fa-a710-65c91ca16b80 Call us if you have any questions!
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hand holding tree growing out of money signifying financial growth

Canada: GDP and Rate Predictions

In summary, for 2024, bank economists expect Canadian GDP to fall to a mere 0.5% while inflation should decrease to 2.6%. 
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hand holding tree growing out of money signifying financial growth

Bear Market and Recovery Chart

The chart below illustrates historical Bear Market declines for the S&P500 and following recoveries once a new all-time high was eventually achieved. On January 19, 2024 a new high was recorded following the Bear Market of 2022. Here are a few general observations: 1) Market declines can be significant. 2) Market recoveries can also be...
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hand holding tree growing out of money signifying financial growth

True Story: Canadian’s Inheritance Lost in Mail

In the fall of 2023, Canadian news outlets reported the agonizing story of a retiree, Louis Kavaratzis, when registered mail sent to him went missing
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