How to create calm in the chaos
The markets entered correction territory this month as uncertainty over the economy due to tariff threats took hold. Investors’ portfolios participated widely in this drop
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Hall O’Brien Wealth Counsel
Retirement income streams: Reconsidering annuities
As you navigate the labyrinth of retirement planning, the resurgence of annuities has sparked renewed interest among people seeking financial security in their golden years.
Taxes – the only constant is change!
There are two changes to the Tax Act to be on the lookout for. The first relates to changes to the Alternative Minimum Tax (AMT)
Generally, in life, one wouldn’t want to take a loss. However, as an investor, sometimes taking a loss can carry benefits for your wealth in
Understanding mutual funds and ETFs
Alphabet soup There are so many acronyms and variables in investing and financial planning, it can be a challenge to keep it all straight. There
How to keep calm and carry on investing when recession looms
As interest rates continue to stay high to combat inflation and talk of a looming recession intensifies, many investors are understandably keeping a closer eye
TFSA or RRSP…that is the question!
You may have wondered “If I have a finite amount to invest and I have to choose between contributing to my TFSA or to my
Bears and bounces and biases…Oh my…again!
Markets are down 20 per cent year-to-date and there is lots of talk of a coming recession, leaving many investors concerned about their portfolios that
From hero to zero: Non-financial retirement planning
After the question “How much money will I need for my retirement?”, the next most common question I hear from clients is “What am I
Rollercoaster or rolling with the punches
The markets are once again experiencing volatility after a strong 2021 and with growing uncertainty about the developments in the Ukraine. Risk appetite has decline
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