Read. Watch. Listen.
Follow our insights for strategies on financial wealth and well-being.
blog search
Insights
Real-world financial advice for grads
Practical strategies for real-world challenges Freshly-minted grads get all kinds of advice, from the stock commencement speeches to well-meaning words of wisdom from relatives, friends, and parents, all of whom have “been-there-done-that.” Some of it is actually...
Recession-proof your finances
Practical financial and investment strategies Recessions are generally defined by economists as two consecutive quarters of declining gross domestic product. Put that way, it sounds dry and academic and with no real impact on the real world. In truth, recessions...
Castlemark chosen as a 5-Star Advisory Team for 2022
I’m thrilled to announce that the Castlemark Wealth Management Team has been chosen by Wealth Professional Canada Magazine as one of Canada’s “5-Star Advisory Teams.” According to Wealth Professional, the Award celebrates wealth management teams that have taken the...
Taking the gain from a cottage
Reduce the CRA’s tax take With the price of recreational real estate soaring in the past couple of years, especially in high-demand areas, many long-time vacation property owners are seriously thinking about selling the property, especially if they are close to or...
How to fight home buyer’s remorse
Robyn recently appeared on CTV Calgary’s “News at Noon,” with some advice for home buyers grappling with buyer’s remorse against a backdrop of rising interest rates....
Advice for your first post-school job
Robyn recently appeared on CTV Your Morning with some tips on navigating the job search and setting yourself up for long-term success. View the...
Why it’s time for advisors to give clients a financial pep talk
Robyn Thompson explains how to overcome decision fatigue and self-sabotaging behaviour as investors face a perfect storm of economic and financial challenges. Robyn is featured in this Wealth Professional magazine...
Manage your mortgage
The variable or fixed-rate choice, and stress test stress With interest rates climbing, homeowners with variable-rate mortgages may be wondering whether now is the time to convert to a fixed-rate mortgage. The answer is not as cut-and-dried as it might seem....
New baby, new budget
Six budgeting essentials for bringing up baby For new parents, one thing’s for certain with the arrival of that new little person – your household budget will change drastically. And many will find the transition something of a challenge. But there are...
Will pooling their money make couples happier?
Separate investments can work against each other if one spouse likes to take bigger financial risks and puts long-term retirement savings in jeopardy. In this Globe and Mail feature, Robyn Thompson has some advice for couples on pooling resources while maintaining...
Portfolio strategy in falling markets
Sell in haste, repent at leisure The big stock market indexes have been on a steep slide since the beginning of the year. Anyone with a passive, “buy-and-hold” type of equity portfolio will know the discomfort this can cause as each day brings another shrinkage in...
Financial advice: Are you getting value for money?
What to look for in an advisor The wealth advisory landscape has changed over the past few years. Registered advisors need to be a lot more transparent about the fees and services they offer. By the same token, wealth management clients’ attention has become more...