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!
Tip of the AI Iceberg
If you wake up tomorrow morning believing the world is about the same as today, you are probably missing something. We are seeing dramatic changes led by technological advancements, and the latest is artificial intelligence (AI).
Will Your Parents Need Your Help?
The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance.
When a Wealth Plan is Fluid
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.
Navigating the Retirement Risk Zone is Personal
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.
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From The Archives
Smart Strategies For Building Wealth And Giving Back
Can your risk tolerance change?
Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule.
Declines All Around, but Opportunities to Be Had
Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. Here’s where we see opportunity in the current investment landscape.
Time for a vacation property chat?
If you plan on passing down your cottage, cabin or chalet to your children, make sure they actually want to own the property. Finding out where everyone stands will prevent family conflicts down the road and help you with tax and estate planning.
Single? Estate planning is still important
It’s natural to think that estate planning for a single person would be less involved than for someone who’s married with children. But that’s not necessarily the case.
What to do when retirement approaches
When retirement arrives, you want to enjoy this new chapter in your life – not start off with a multitude of financial decisions and to-dos. You can have comfort instead of chores by taking care of a few financial matters as retirement is approaching.
Is cryptocurrency for investors or speculators?
Can you name three things you can pay for with cryptocurrency in Canada? If you’re like most Canadians, you’re probably struggling for an answer, and this illustrates what makes cryptocurrency so unusual. Without fulfilling its purpose as a viable currency, it has become a worldwide investment phenomenon.
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
We are all saddened by the news of Russia’s invasion of Ukraine. We hope this war will end soon and that the people of both countries will find relief.
Concerned about inflation?
Recently, Canada’s inflation rate climbed to a 30-year high. While that affects our cost of living with goods and services getting pricier, rising inflation also impacts our investments. The good news is that inflation is already one of the potential investment risks that money managers and advisors monitor and respond to, as needed.
Assessing the Opportunities of Choppier Markets Requires Active Decisions
As we entered 2022, capital markets have gotten a lot choppier. The core bond markets, as measured by the FTSE Canada Universe Bond Index, lost 3.4% in January. While the global stock markets, as represented by the MSCI World Index C$ declined 4.9% for the same period.
Rising Inflation Inevitably Leads to Bank Rate Hikes
Inflation and interest rates continue dominating news headlines as we begin 2022. Supply chain disruptions and higher oil prices have contributed to inflation recently topping 7% in the U.S. and 4.7% in Canada.
Strategies and tips to boost your RRSP
With the Registered Retirement Savings Plan (RRSP) contribution deadline around the corner, it’s only natural to have contributions on the mind.
2022 Multi-Asset Outlook
As we enter 2022, we will once again follow the custom of sharing our market outlook for the coming year. Our expectations for 2021, strong equity performance and challenges for fixed income, came to fruition.
Contact Us
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!