by Endurance Wealth Partners Canada | Mar 21, 2024 | Financial Planning, Lifestyle
A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each objective. However, a wealth plan isn’t something you set and forget. Goals may change Over the years, your...
by Endurance Wealth Partners Canada | Mar 21, 2024 | Retirement Planning
It’s called the retirement risk zone—the period of several years before your retirement date and the initial years of your retirement. The risk is a severe market downturn and its impact on your retirement savings. A falling market just before retirement could cause...
by Endurance Wealth Partners Canada | Mar 21, 2024 | Financial Planning
Loyalty programs Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When allowed, list the loyalty program in your will and name the beneficiary of the points. Also, provide your executor...
by Endurance Wealth Partners Canada | Mar 21, 2024 | Economic Insights, Financial Planning, Retirement Planning
In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory. In 2023, the markets...
by Endurance Wealth Partners Canada | Feb 26, 2024 | Economic Insights, Portfolio Construction
The following is a commentary written by our sub-advisors, Munro Partners, who manage a U.S. equity mandate and a global mandate for our program. They are based in Australia and are known as growth investors. We understand it’s difficult to be optimistic when...
