January 19, 2023
Managing a windfall, large or small
"It’s a challenge no one minds facing: determining what to do if a lump sum comes your way. With a smaller windfall, the decision often focuses exclusively on how to use the money. A larger windfall brings larger issues into play..."
January 11, 2023
Ensure family harmony when planning your estate
“When you leave an inheritance to your loved ones, you intend to give each person some welcome help in meeting their financial and life goals. No one wants an inheritance to cause discord among the beneficiaries…”
January 4, 2023
Should market conditions affect how you invest?
“It’s only human nature to want to take maximum advantage of a bull market and resist investing in a bear market. But our natural inclinations aren’t always the wisest investment choices…”
December 22, 2022
What to do when retirement approaches
"When retirement arrives, you want to enjoy this new chapter in your life – not start off with a multitude of financial decisions and to-dos. You can have comfort instead of chores by taking care of a few financial matters as retirement is approaching..."
December 19, 2022
Buy low, sell high – the challenges and opportunities
Buy low, sell high is one of the most famous mantras in investing. It’s the investment ideal, if you could do it regularly and successfully. The trouble is, if you aim to buy low and sell high by trying to time the market, you’ll face conditions that are unpredictable...
December 1, 2022
Short-term pain, Long-term gain
Investors have re-priced terminal Fed Funds rates throughout the year, from as low as 2% to most recently 5%. The current CPI details reveal that prices of services are finally cooling while goods are under increasing pressure...
November 24, 2022
What are some people unsatisfied with their investing experience?
Oftentimes, we have heard reports of people getting excited about buying stocks when the market is high – and then selling them quickly when the market it is low, out of fear…
November 18, 2022
Do you and your parents have powers of attorney?
If someone suffers a cognitive decline and loses their ability to manage their financial affairs, it’s a common misconception that a loved one can automatically step in and take over. That’s only the case when the person in need has made a power of attorney for property…
November 10, 2022
Canada’s Top Wealth Advisors
Congratulations to Senior Financial Planning Advisor Jamie Geisler, CFP® at Spire Advisors of Assante Capital Management Ltd. who has been recognized as one of the best-in-province advisors in the Globe and Mail (#53 in Ontario). "I am very humbled and honoured to share this recognition with so many of my Assante friends and colleagues. A big thank you to everyone on our team as it is very much a team effort." – Jamie Geisler, CFP®
October 20th, 2022
Mark-to-Market Isn’t Giving You the Complete Picture
When you buy a share of a company, you are effectively paying for the assets and the future earnings of the company… Generally, the investors (mainly professional money managers) that participate have done some homework to assess the value, however speculators also play a role…