
2024 Q1 Market Review
The first quarter of 2024 was kind to investors. Here are the highlights: Market Performance The global stock markets exhibited strong performance in the first
The first quarter of 2024 was kind to investors. Here are the highlights: Market Performance The global stock markets exhibited strong performance in the first
Longtime married couple Bill, 66, and Clarissa*, 65, are winding down their successful Ottawa-based consulting business and operating company, with a plan to shift to
Given the complexities and uncertainties surrounding retirement decumulation, especially considering increased life expectancy and economic challenges like inflation, retirees may seek alternative solutions beyond traditional
Indeed, the decumulation phase of retirement presents significant challenges for both retirees and pension plan sponsors, particularly in the context of defined contribution pension plans.
Two significant events have occurred since we flipped our calendars over on January 1st, 2020. We all endured the rigorous Global Pandemic which will have
Home renovations, car repairs, cutting our own hair and even self health diagnosis. Ever ask yourself why DIY result in so many disasters? “Free information”
As we tame our debt loads and start to understand the differences between “needs vs wants”, as defined in part 2 of this on-going series,
There are always a handful of things we all loathe in life, doing our taxes, going to the dentist and of course, when necessary, sitting
The disruptive events of 2020-21, often described as a Black Swan occurrence, served as a crucible for invaluable lessons. Those entrusted with managing finances and
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