A guide to doing retirement right The Baby-Boom retirement wave is happening now. But just how ready are you if you’re in this bulging demographic? Some have already retired and are enjoying their new “career after their career.” Others are still wondering whether...
Manage risk, stabilize returns Have you noticed? Stock markets have been climbing to new highs through the summer. And the growth stock sector continues to be expensive. Value stocks, holding true to their name, generally are not. In fact, according to Yardeni...
Deep pockets and knowledge a must From time to time, you’ll see (or even be offered by your advisor) an investment available only to “accredited” investors. This doesn’t necessarily mean some sort of real estate syndicate in the Caribbean. In fact, very often it...
Wild market optimism no time to lose your common sense With the S&P/TSX Composite up 66% since the pandemic meltdown lows of last March, there’s definitely a whiff of bull in the air. Almost anything goes as the big U.S. stock indexes keep climbing to fresh...
Financial security starts with financial literacy According to a CIBC study in 2019, Canadian women control $2.2 trillion of assets. But that will almost double to $4 trillion by 2028 and could be a lot more if real estate is included. While that wealth is...
Clients have been asking about the prospect of runaway inflation and how it could affect their portfolio and their ability to meet retirement goals. In this interview with Wealth Professional, Robyn Thompson offers pointers for financial advisors and their clients...
Foundational principles for financial success For many new grads this year, leaving the security of the academic environment for the big wide world can be a slightly scary prospect, especially if you have to make your own way financially and can no longer rely...
Do’s and don’ts for the new investment environment By now, you’ve noticed that the prices of everyday essentials from groceries to gas to lumber have edged up, some quite significantly. No, you’re not dreaming, and it’s not a mistake. Consumer price indexes have...
The big difference between investing and speculating Cryptocurrencies, like Bitcoin and Etherium, have been much in the news lately. That’s not surprising, because the quoted value of these esoteric assets has skyrocketed over the past year. So should you add...
https://vimeo.com/504926526 We are in a time of volatility. When markers go up and down, investors make three common mistakes. Castlemark Wealth’s Robyn K. Thompson offers tips on three most common investment pitfalls: Watch the video to find out more about: Panic...
First steps to financial literacy With the Covid-19 pandemic more people are spending more time at home. This has also led many people to try a little do-it-yourself investing. After, all opening an investment account is relatively easy, and almost every financial...
Portfolio management tips for troubled times October is a typically volatile month for markets, and this year has been no exception. The main North American stock indexes were down for the month across the board. So were crude oil and gold. We heard media talking...