Watch M. Paul Bloom, CIO at Bloom Investment Counsel, Inc., discuss the key themes around the stock market influencing investment decisions, including coverage on how the market backdrop has changed rapidly over the last couple of months with Omicron and also over the few days with the release of the U.S. FOMC minutes.
Formulating an estate plan can be daunting, but the process can add tremendous value to your overall wealth strategy, reinforcing your financial peace of mind and ensuring your legacy. To help guide your estate planning process, we have developed an estate planning checklist, organized into 4 key steps.
With low interest rates and volatility in traditional stock and bond markets, some investors are seeking alternative investments to increase their portfolio diversification in the hopes of enhancing returns. What is an alternative investment, and what are some of the more common types of alternative investments? Here are 6 types of alternative investments every investor and financial professional should understand.
Life insurance is often thought of as only providing a benefit to those receiving the proceeds on the death of the insured. The truth is, insurance policies can be structured to provide an additional source of cash flow.
This guide is courtesy of David Rubin, Estate & Insurance Advisor.
Women have entered the Canadian workforce in significant numbers over the past decade. In fact, Canadian wealth is increasingly in the hands of women, and this trend is expected to continue over the next decade.
This new face of wealth brings about important implications for women, financial advisors, and the financial industry alike—women need to “re-think” what financial wellness means to them personally, and the financial industry will have to “re-think” how it addresses potential differing needs of women to ensure that there is a clear understanding of the needs, wants, challenges and opportunities faced by female investors.
As financially independent women create and manage more wealth, it is also important for them and their financial advisors to understand that financial independence is not the same as financial wellness. This article explains what financial wellness is and how you can improve your own or that of your female clients.