January: Everyone Needs a Plan!
February: Even with lots of money – you can still ‘fail’ at retirement!
March: Tax planning…don’t wait until it’s too late!
April: Spring clean your finances!
January: Welcome to 2023! Start it off Right
February: What to Expect for 2023
March: Young Adults and Money
April: The newest ‘Tax-Free Saving Account’ – How young adults (and even their parents) can take advantage
May: Start Your Tax Planning Now
June: Marriage and money: creating financial harmony
July: Money Mindset: Abundance & Scarcity
August: Identity Theft: Prevention & Preparedness
September: Covid, Inflation, Interest Rates…What’s happening with Real Estate?
October: Reality Check: Interest Rates and Mortgage Renewals
November: Money & Menopause
December: High-Interest Savings Accounts –they’re not all created equal
THE MONTREALER EPHTIMIOS/MACNEIL TEAM PROFILE
January: Forget New Year’s Resolutions – try New Year’s Commitments
February: After a rattling start to 2022 – what’s ahead?
March: First Covid. Now War. How much can the economy handle?
April: Have you ever considered the “What ifs…..?”
May: Hopefully you’ve updated your wardrobe, it’s probably time to update your portfolio too!
June: Panic Selling!
July: Markets are down – don’t miss these golden opportunities
August: How portfolio innovation can protect your wealth
September: The right portfolio is like finding the right pet
October: Trusted Contact Person – an important layer of protection for your wealth
November: Is it time to consider GICs?
December: Making a List and Checking it Twice
January: COVID–19 Retirements: Is it time to retire? Can I afford to retire?
March: “Great investing requires a lot of Delayed Gratification” – Charlie Munger
April: The Beatles sang “Can’t Buy Me Love”… but, can we buy Happiness?
May: Concentration…. a hidden risk
June: It has done well, so why sell it? July: Let’s Talk About Money! Or Maybe Not… August: Women: Take your seat at the table
September: Women & Wealth Part II: Breaking down the walls of an old boys’ club
October: Women & Wealth Part lll – Women: Wired to Invest
November: Getting Organized
December: Women and Brain Wealth