Submitted by MWFS on Thu, 11/14/2024 - 17:55
MWFS' November Newletter has been published.
Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.
Submitted by MWFS on Thu, 11/14/2024 - 17:28
Utilize the above tips and strategies to further optimize your tax situation and take advantage of the most effective tax savings available.
Reach out to your MWFS Account Manager if you have questions regarding the information, your tax return, davings and investments, or wish to discuss your tax and estate planning solutions.
Submitted by MWFS on Wed, 10/30/2024 - 16:08
You have worked hard for your money. You understand what it took to accumulate wealth. However, you might worry that you adult children do no share the same financial diligence. When the time comes to pass on your estate, how can you ensure your hard-earned assets are managed wisely?
Fortunately, there are alternatives that allow you to support them while encouraging financial responsibility. Equitable Life outlines the details of a Gradual Inheritance Strategy.
Click above to read more.
Submitted by MWFS on Wed, 10/30/2024 - 16:07
If you or someone you care about is nearing retirement, it's only natural to have questions about what lies ahead.
To help address these concerns, Peter Wouters from Empire Life Investments shares valuable insights in their 'Life & Money Matters: Four Retirement Questions for Retirees' video.
Click above to learn more.
Submitted by MWFS on Wed, 10/30/2024 - 16:06
We are in the midst of an era marked by transformative change! With so much happening around us, you might be wondering how that will affect your investment opportunities.
Empire Life provides a comprehensive overview of where we came from, where we are, and where we are going. Discover a positive perspective on the investment opportunities out there.
Click above to read more.
Submitted by MWFS on Thu, 10/03/2024 - 11:53
A historical election will be taking place in the U.S.A. on November 5, 2024. How is that going to impact your U.S. portfolio?
Take a look at what investment analysis reveals about stock market trends in election years and portfolio considerations for you as an investor.
Click above to read more.
Submitted by MWFS on Wed, 10/02/2024 - 17:16
When investing, it is always a good idea to use a diversification strategy. This last decade has tested the faith of fixed income investors. It may well be that the pendulum is now poised to swing the other way.
In the article from Canada Life entitiled "Bonds are Back", read on to gaid perspective on this tremendously important asset class and some of the opportunities it presents.
Click above to read more.
Submitted by MWFS on Wed, 10/02/2024 - 17:11
It is a difficult but extrtemely important topic. The fact is, none of us will live forever. If we wish to ease the burden on our loved ones, is is a very good idea to be inforce of, and prepare for our inevitable end.
Sun Life offers a number of ideas in their article, "How much does a funeral cost?" With this article, we encourage you to read, learn, and discuss estate preservation with your trusted MWFS Account Manager.
Click above to read more.
Submitted by MWFS on Fri, 08/30/2024 - 09:55
