Matt Buie B.Sc., CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Does your group insurance need a boost?
September 16, 2020 • Insurance Planning
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
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Why the money talk matters
September 16, 2020 • Financial Literacy
It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk.
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How to minimize tax on retirement income
September 16, 2020 • Retirement Planning
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
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Maintaining financial peace of mind
September 16, 2020 • Financial Planning
Managing COVID-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
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When selling an investment is a tax win
September 16, 2020 • Tax Planning
In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes.
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All that Glitters Is Not Gold
August 28, 2020 • Portfolio Construction
The COVID-19 pandemic saw gold prices increase over 25% this year. CI Multi-Asset Management investigate the drivers behind this recent surge and the secular trends that lead them to believe the rally may not be behind us.
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Unknowns – Known and Unknown
August 06, 2020 • Portfolio Construction
The support from central bank interventions and government spending have eased some of the economic concerns surrounding the COVID-19 pandemic, however, the long-term effects of these policies are still unknown. Read more:
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Dynamic Hedging – Making Your Dollar Go Further
July 03, 2020 • Portfolio Construction
As volatility continues to permeate the investment landscape, particularly in currency movements, CI Multi-Asset Management has employed a new dynamic currency hedging strategy across their portfolios to mitigate risk and make your dollar go further.
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When to review your estate plan
June 18, 2020 • Estate Planning
You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
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When to make a move to safety
June 18, 2020 • Retirement Planning
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
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