What’s Your Investing Personality?
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Just as each of us is unique as a person, we also have a distinct investing personality. One isn’t better or worse than the other but understanding "who” you are as an investor is helpful, no matter your circumstances, or how much money you have to invest.
While it’s a complex matter that depends on various factors, exploring the questions below may give you some preliminary insight into your...
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How to Beat Lifestyle Creep
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You just got the promotion. The official email hit your inbox, the new salary has been confirmed, and suddenly, you are doing mental math. If I make $500 more a month, I can totally afford that nicer apartment, right? And maybe I will upgrade my gym membership. Oh, and I definitely deserve nice sushi tonight to celebrate.
Stop right there. Take a deep breath. You are standing on the precipice of a financial trap as old as time: lifestyle creep. If you are not careful, it can completely neutralize your hard-earned raise and leave you wondering where all...
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Estate Planning: A Plain-English Guide
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Let’s address the elephant in the room right away: talking about what happens after you die feels morbid. Nobody wants to sit around on a Tuesday evening imagining their demise. It is normal to put this task off. But here is the honest truth: estate planning isn’t really about you or dying. It is actually the ultimate parting gift you can leave for the people you love most.
Think of it less as a creepy preparation for the end, and more as a practical strategy to save your family from a massive, administrative headache. Let’s break down the essentials...
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Everything you’ve ever wanted is on the other side of fear.
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation (CDIC). For funds other than money market funds, unit values change frequently. For money market funds ,there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated. The information in this email newsletter is general information only and is the opinion of the owners and writers. It is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. The information contained here may include estimates, projections and other "forward-looking statements." Actual events may differ substantially from those presented herein. We make no representation that future investment performance will conform to past performance and it should never be assumed that past performance foretells future performance. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Please consult an appropriate professional regarding your particular circumstances. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented. Mutual Funds provided by the fund companies are offered through Worldsource Financial Management Inc. Insurance & segregated fund products are sold by Sherman Friesen personally and not through Worldsource Financial Management Inc.
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The Complete Wealth Management System
671G Market Hill, Vancouver, BC V5Z 4B5
Ph:(604) 839-2824
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