Wealth Management

How Are Your Mutual Funds Performing?


9 years ago, on March 9th 2009, U.S. stocks reached a low following the great financial crisis.  There are thousands of mutual funds investing in U.S. stocks. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...

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This newsletter was first published in June of 2018

Inflation Steals your Savings


 
 
 

Long-Term Capital Market Expectations


"Prediction is very difficult, especially if it's about the future" Nobel Prize-winning physicist Niels Bohr wrote.

How Are Your Mutual Funds and ETF Performing?


Ten years ago, on March 9, 2009, U.S. stocks reached a low following the great financial crisis.  

Can you time the market?

Building Your Financial Future Now (Videos in English and French)



Please find a video (in English) with important financial concepts including savings, retirement planning, tax planning, and investments:

A small increase in returns dramatically improve your retirement


Your financial health may be good since the performance of U.S. stocks is excellent (+400% since March 2009), improving your portfolio performance by only 1% can sustain retirement spending an additional 12 more years!

15 financial moves to make before the end of the year



It’s almost 2020… do you have a customized financial plan to help you reach your goals and dreams?

Are we headed for a recession? Is your portfolio recession-proof?


Now might be the time to review how recession-proof is your portfolio.