Financial Freedom Insights
Smart Strategies For Building Wealth And Giving Back
We want to make financial topics easy to understand and help you take control of your financial future. With tips on smart saving, investing, budgeting, and even philanthropic planning, we’ve got you covered. Our goal is to give you the tools and knowledge to feel confident about your financial journey—while also making a positive impact along the way!
(The Process Of) Economic Normalization and What That Means for the Outlook
We are in the process of normalizing the economy, but what does that mean? Positive economic growth, check. Full employment, check. Normal monetary policy via positive real interest rates, higher inflation, and (somewhat) reduced central bank balance sheets, check. Normal fiscal policy, noticeably absent.
Do You and Your Spouse See Investing the Same Way?
Interestingly, spouses with very different—even opposite—investment personalities may quite easily develop an investment program that’s just right for the couple. Yet, in some cases, partners who view investing the same way may need to proceed with caution.
Determining Which Donation Method Suits You Best
When choosing how to make a large charitable gift, the number of available options can seem overwhelming—especially when each brings its own financial benefits.
How to Avoid or Minimize the OAS Clawback
Whether the amount is small or large, whether it applies to a couple of years or many, Canadians don’t like their Old Age Security (OAS) pension clawed back.
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Smart Strategies For Building Wealth And Giving Back
Investing during a market recovery
Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding.
A Smooth Start (For Now)
January produced impressive gains at asset class level as last year’s headwinds became this year’s tailwinds. But with many risk factors still looming, will it last?
On the Edge of Recession
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country.
Multi-Asset 2023 Year Ahead Outlook
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead.
Should you delay your OAS pension?
Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments.
Managing a windfall, large or small
Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way.
Ensure family harmony when planning your estate
You want an inheritance to leave your children better off—not in conflict with each other. The good news is that communication can head off disputes.
Meeting multiple goals with a TFSA
It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives.
Should market conditions affect how you invest?
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?
Short-Term Pain, Long-Term Gain
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter.
Fighting Inflation with Crucial Rate Conditions
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months.
Mark-to-Market Isn’t Giving You the Complete Picture
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method.
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At Endurance Wealth Partners, we’re here to help you simplify your financial journey. Whether you have questions, need advice, or are ready to take the next step, we’d love to hear from you!