Case Study Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management | Testimonial Published by Team Mactaggart on Oct 22, 2024 Susan has worked with Will since 2015 and likes that The Mactaggart-Hryn Team is part of a large corporate investment firm, but that they’re still small and local...... Read more
Three reasons to stay home this summer Published by Team Mactaggart on Aug 27, 2024 I don’t know about you, but when I hear the words “fun in the sun”, my mind is automatically transported to a white sandy beach or a scenic European town – basically, anywhere but here. Which got me thinking...... Read more
Artificial Intelligence: How many fingers am I holding up? Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Team Mactaggart on Aug 27, 2024 AI has been one of the buzzwords (letters?) of the past year. Tech companies, eager to prove they’re the best in the game, are racing to get ahead of each other with the latest software and advanced strategies. It’s clear that however...... Read more
Handcrafting your investment portfolio means understanding the stories Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Monica Mazun on Aug 27, 2024 Over the years I’ve found that some clients want a high level of detail when it comes to their investments, while others just want to know if their portfolio is performing to their expectations. There’s nothing wrong with either approach...... Read more
Investing in real estate? Build a strong foundation. Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Team Mactaggart on Aug 27, 2024 One of the most exciting days has finally arrived as you grip the cool, comforting metal in your hand. It’s the key – not just to your new home, but to the next chapter of your life. As you open the door...... Read more
Looking at the big picture Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Monica Mazun on Aug 27, 2024 Inflation and interest rates dominate the headlines. I know, it’s a downer, right? But there’s no point in tiptoeing around it...... Read more
Strengthening the role of women in finance. Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Team Mactaggart on Aug 27, 2024 A few years ago, my boss asked if I was interested in going down the path of becoming an Advisor, with the possibility of maybe even becoming a partner one day. I’ll never forget my response...... Read more
Is social media our best source for financial literacy? Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Monica Mazun on Aug 27, 2024 How sound is the financial advice you're receiving on social media? It depends on what you’re looking for...... Read more
Investing choices are increasingly being connected to our personal values Filed Under: Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Mike Hryn on Aug 25, 2021 A common topic in investing these days is ESG or Environmental, Social and Governance. It has long been a part of our process to ask clients about how they define these values as part of their investment strategy and general corporate responsibility.... Read more
Investing is about balancing emotion and objectivity Filed Under: Events | Financial Planning | Investment Services | Wealth Management Published by Mike Hryn on Feb 22, 2021 In the last year most of us have spent a lot more time in front of our screens for work, school or entertainment. An interesting by-product is that investors have become increasingly aware of the news and its effect on the markets.... Read more