Showing 97 to 108 of 180 results
Activating Wealth: A Four-Part Framework for Financial Well-being
This article presents a four-part framework (Grow, Protect, Give, Live) for wealth management, emphasizing purposeful action and progress over simple net worth, offering a more resilient approach to financial well-being during market fluctuations.
Activating Wealth: A Four-Part Framework for Financial Well-being
This article presents a four-part framework (Grow, Protect, Give, Live) for wealth management, emphasizing purposeful action and progress over simple net worth, offering a more resilient approach to financial well-being during market fluctuations.
Progress
36% Bias Score
401(k) Holders Grapple with Market Downturn Amidst Trade War Concerns
Wall Street turmoil is causing widespread anxiety among 401(k) holders as market declines impact retirement savings; President Trump's trade war is cited as a major contributing factor, leading to increased calls to financial advisors and a shift towards safer investments.
401(k) Holders Grapple with Market Downturn Amidst Trade War Concerns
Wall Street turmoil is causing widespread anxiety among 401(k) holders as market declines impact retirement savings; President Trump's trade war is cited as a major contributing factor, leading to increased calls to financial advisors and a shift towards safer investments.
Progress
64% Bias Score
Economic Uncertainty: Stress, Resilience, and Proactive Strategies
Economic uncertainty, marked by layoffs and inflation, causes heightened stress and impacts mental health and productivity; proactive strategies like financial planning and self-care are crucial for building resilience.
Economic Uncertainty: Stress, Resilience, and Proactive Strategies
Economic uncertainty, marked by layoffs and inflation, causes heightened stress and impacts mental health and productivity; proactive strategies like financial planning and self-care are crucial for building resilience.
Progress
40% Bias Score
Using HELOCs to Combat Inflation: Strategies, Advantages, and Risks
In response to a slight uptick in inflation in January 2025, financial experts recommend using HELOCs to consolidate high-interest debt, finance home renovations, and avoid tapping retirement savings; however, variable interest rates and the risk of losing one's home present potential drawbacks.
Using HELOCs to Combat Inflation: Strategies, Advantages, and Risks
In response to a slight uptick in inflation in January 2025, financial experts recommend using HELOCs to consolidate high-interest debt, finance home renovations, and avoid tapping retirement savings; however, variable interest rates and the risk of losing one's home present potential drawbacks.
Progress
48% Bias Score
Tariffs Hit New Retirees Hardest
President Trump's 25 percent tariffs on most Canadian goods sent Canada's main stock index to a near two-month low, impacting new retirees heavily due to sequence of returns risk; financial planners advise cash-wedge strategies and Monte Carlo simulations for mitigating losses.
Tariffs Hit New Retirees Hardest
President Trump's 25 percent tariffs on most Canadian goods sent Canada's main stock index to a near two-month low, impacting new retirees heavily due to sequence of returns risk; financial planners advise cash-wedge strategies and Monte Carlo simulations for mitigating losses.
Progress
48% Bias Score
Market Downturn Highlights Risks of 60/40 Portfolio Strategy
Recent stock market declines have erased 2023 gains in the S&P 500 and NASDAQ, with the latter underperforming due to higher volatility, highlighting the risk of a 60/40 portfolio strategy that's become less effective due to regulatory changes since 2000.
Market Downturn Highlights Risks of 60/40 Portfolio Strategy
Recent stock market declines have erased 2023 gains in the S&P 500 and NASDAQ, with the latter underperforming due to higher volatility, highlighting the risk of a 60/40 portfolio strategy that's become less effective due to regulatory changes since 2000.
Progress
52% Bias Score
Debt Management Programs: Benefits, Risks, and How They Work
Debt management programs, offered through credit counseling agencies, consolidate debts into a single monthly payment with reduced interest rates and fees, lasting three to five years, requiring consistent payments to avoid losing negotiated benefits; however, closing credit accounts may temporarily...
Debt Management Programs: Benefits, Risks, and How They Work
Debt management programs, offered through credit counseling agencies, consolidate debts into a single monthly payment with reduced interest rates and fees, lasting three to five years, requiring consistent payments to avoid losing negotiated benefits; however, closing credit accounts may temporarily...
Progress
36% Bias Score
Elevated US Recession Risk Due to Interest Rates and Trade Uncertainty
High interest rates and tariff uncertainty are increasing U.S. recession risks, as indicated by the Atlanta Fed's GDPNow model projecting a -2.4% Q1 2025 GDP growth rate, prompting consumers and businesses to cut spending; however, a recession is not inevitable.
Elevated US Recession Risk Due to Interest Rates and Trade Uncertainty
High interest rates and tariff uncertainty are increasing U.S. recession risks, as indicated by the Atlanta Fed's GDPNow model projecting a -2.4% Q1 2025 GDP growth rate, prompting consumers and businesses to cut spending; however, a recession is not inevitable.
Progress
44% Bias Score
Women's Rising Wealth Creates Opportunities and Challenges for Wealth Management Firms
By 2028, Canadian women will control $3.8 trillion in assets, prompting wealth management firms to adapt their strategies to attract and retain female clients who prioritize financial planning and holistic approaches, unlike men who focus on short-term gains.
Women's Rising Wealth Creates Opportunities and Challenges for Wealth Management Firms
By 2028, Canadian women will control $3.8 trillion in assets, prompting wealth management firms to adapt their strategies to attract and retain female clients who prioritize financial planning and holistic approaches, unlike men who focus on short-term gains.
Progress
40% Bias Score
Choosing the Right 401(k) Plan for Your Small Business
Small businesses can select from traditional, Safe Harbor, Solo, and Roth 401(k) plans offering varying contribution limits, tax benefits, and compliance requirements; the optimal plan depends on business size, employee count, and financial goals.
Choosing the Right 401(k) Plan for Your Small Business
Small businesses can select from traditional, Safe Harbor, Solo, and Roth 401(k) plans offering varying contribution limits, tax benefits, and compliance requirements; the optimal plan depends on business size, employee count, and financial goals.
Progress
40% Bias Score
11 Expert Tips for Safe and Profitable Stock Market Investing
Eleven expert-provided tips outline safe and profitable stock market investing strategies for beginners, focusing on diversification, consistent contributions, a long-term perspective, and the importance of starting early, even with small amounts, to maximize the benefits of compounding returns.
11 Expert Tips for Safe and Profitable Stock Market Investing
Eleven expert-provided tips outline safe and profitable stock market investing strategies for beginners, focusing on diversification, consistent contributions, a long-term perspective, and the importance of starting early, even with small amounts, to maximize the benefits of compounding returns.
Progress
40% Bias Score
Financial Advisors Help High-Earners Prepare for Potential Recession
Threatened U.S. tariffs are causing anxiety among high-earning clients, prompting financial advisors to recommend strategies like increasing emergency savings, decreasing discretionary spending, and consulting labor lawyers to prepare for potential job losses and economic recession.
Financial Advisors Help High-Earners Prepare for Potential Recession
Threatened U.S. tariffs are causing anxiety among high-earning clients, prompting financial advisors to recommend strategies like increasing emergency savings, decreasing discretionary spending, and consulting labor lawyers to prepare for potential job losses and economic recession.
Progress
20% Bias Score
Showing 97 to 108 of 180 results