As I wrap up my article series "Securing Your Legacy," we look back on the journey we've shared. Throughout the series, we've explored the significance of defining your legacy, establishing clear goals, and delved into the importance of estate planning, selecting the right financial partner, drafting a will, and understanding their impact on generational wealth. To conclude, here's a summary of the key topics covered in this series.
Estate planning is crucial for wealth creation and preservation. Through proactive and comprehensive planning, individuals can ensure that their hard-earned assets continue to benefit their families for...
Before making any investment decision, it is important to first determine the objective of the investment and how it is aligned to your investment goals. By defining your goal, one can determine if the appropriate investment will need to provide growth, income, or a combination of both.
...Dec 06, 2021
Broadly speaking, financial markets are made up of investors and speculators. Investing and speculating are not the same. The terms are often used synonymously due to common characteristics that they share and in today’s complex financial markets the line between the two has become blurred...
Nov 29, 2021
Mirror mirror on the wall who is the savviest investor of them all? Many times, the new investor is looking to place their hard-earned money into an investment with hopes of achieving a stable return. With that mindset, this type of investor tends to be risk averse and will go for a “low...
Nov 22, 2021
In my July article, which was based on reasonable analyses and deductions, I predicted that the U.S. Federal Reserve Bank (the Fed) would likely start “tapering” in March 2022. Sadly, I was completely wrong. In my defence, however, I suggested then that the timeline could be brought...
Nov 15, 2021
In a recent Sterling Asset Management panel discussion on Investing and Insurance, a question was raised that seems to be asked quite often. “Investing is only for the rich: how does someone start investing even though they may not have enough money?”
As with any goal in life, it is...
Nov 08, 2021
Congratulations you have finally gotten that promotion you have been working so hard for and with that promotion your salary package has increased. An increase in one's income is worth celebrating, who does not like more disposable income? However, when your income increases you need to be...
Nov 01, 2021
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