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!
Profit by Overcoming Investment Biases
Financial behaviourists have identified well over 20 investment biases that can tempt or lead individuals to invest in a particular way. Generally speaking, none of the biases is good news for investors.
Private Markets: Credit Over Equity
In terms of performance, private market assets generally had a better absolute year in 2023 but a weaker relative year compared to 2022. In that year, most parts of the private markets outperformed the double-digit losses experienced by their public market counterparts.
Consider the Timing of Leaving an Inheritance
Naming a beneficiary in a will may be seen as the most common way to leave an inheritance to a loved one. However, in certain situations, many people choose to give an advance on an inheritance during their lifetime or have the funds distributed in the years following their passing.
The Upside of Canada’s Economic Woes
Living in Canada, most of us are aware that over the past year and a half to two years interest rates and inflation have dominated the economic discussion around here.
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Smart Strategies For Building Wealth And Giving Back
Do you and your parents have powers of attorney?
It’s a common misconception that if a person loses the ability to manage their finances, their spouse or child can automatically take over. Learn the truth of the matter.
Managing your RRIF withdrawals effectively
In retirement, every dollar you save in tax is more money to support your lifestyle. We’ve got ways to save tax by strategically making Registered Retirement Income Fund (RRIF) withdrawals.
Prepare your children for financial responsibility
Youth who develop financial literacy at home will manage money better once they leave. Find out about four principles and practices you can help them acquire.
Ever get emotional about your investments?
Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us.
In the world of investing, time is your friend
Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining.
Markets rallied in July, contrary to most investors’ expectations
In contrast to gloomy expectations, markets rallied to close out July. Balancing bearish investors, a hawkish Fed, and mixed market indicators, we are taking a cautious approach as more surprises are likely to come.
What’s After the Storm?
Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy.
It Is a Tougher Game When Central Banks Turn Hawkish
Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term.
Beware of fraud targeting seniors
Do you have any seniors in your life who may be susceptible to fraud schemes? Find out about common scams so you can watch out for their safety.
Managing financial life in a second marriage
One in four Canadian couples are in their second or subsequent marriage. See what changes in your financial life the second time around.
Life decisions and the financial factor
Important life decisions can be tough. When they involve a financial factor, as many do, we can help ensure you’ve got the information you need to make the best choices.
Buy low, sell high—the challenges and opportunities
It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?
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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!