Own Your Future™

 

Written by Jonathan Greenwald, our blog was designed to serve two key purposes: reinforce our long-term money management philosophies and offer you timely advice on wealth planning strategies. Our team recognizes the reality of behavioural economics that proves how emotions can drive many investors to make poor decisions with long-term consequences. But, by taking ownership of your future and educating yourself, you can learn to mitigate risks and capitalize on opportunities.

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Own Your Future – Current Market Conditions

May 24, 2022 - Jonathan Greenwald

We wanted to take the opportunity to answer some questions we have been asked by our clients and friends recently as the investment climate has changed over the past few months. The article describes where we believe we are in the current economic cycle, where we may be headed, and what we are doing to help.

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Own Your Future – 2022 So Far

February 24, 2022 - Jonathan Greenwald

As many of you are likely aware, from a market perspective, the year has certainly started off with a rocky beginning. The noise will have you believe this is a direct result of inflation, impending interest rate hikes or the Russia – Ukraine conflict. And, perhaps some degree of this market volatility can and should be attributed to these events.

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Own Your Future – The Media: Not Your Investment Friend

September 23, 2021 - Jonathan Greenwald

Clients who have worked with us for many years know how we feel about the media. In our view, the media is an attention-seeking, eyeball grabbing business trying to generate headlines with the objective of turning a profit...

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Own Your Future - Owner Not a Loaner

December 2, 2020 - Jonathan Greenwald

In a previous blog, we discussed how the concept of purchasing power can be a good definition of long term risk. While there are a multitude of approaches to long term risk (and ultimately, it’s an individual determination depending on one’s personal...

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Own Your Future - Pandemic Blog

October 1, 2020 - Jonathan Greenwald

Below is an excerpt from a client wide email sent at the end of February 2020, a point at the onset of the pandemic when markets where tumbling, and there was great worry and uncertainty. A very important time to be pragmatic...

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Own Your Future - Missing the Good Days

October 4, 2019 - Jonathan Greenwald

Timing the market is a futile exercise. Market timing is generally the result of panicked investors making emotional decisions.

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Own Your Future - Know Your Facts

August 15, 2019 - Jonathan Greenwald

Factfulness, by Hans Rosling, is a must read for anyone interested in learning the ‘real’ facts about global trends and the incredible progress made over the past 150-200 years.

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Own Your Future - Confirmation Bias and Investing

June 5, 2019 - Jonathan Greenwald

In our everyday life, we are impacted by a wide range of cognitive biases. One of the prevalent biases in the wealth management industry in particular is confirmation bias.

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Own Your Future - Black Friday and the Stock Market

October 29, 2018 - Jonathan Greenwald

Why do people treat their purchases on the stock market so differently than their other purchases? For instance, Black Friday is historically a day of excessive sales and mass purchasing – people have been known to literally fight with each other in their hunt for bargains.

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Educational guides

 

As part of RBC Dominion Securities, our team at Greenwald Wealth Management offers complimentary access to countless best-in-class educational resources that can help you better prepare to own your financial future. Select from a curated list of useful guides below.

Family wealth management

From comprehensive financial planning to business succession, learn 10 strategies to help build and protect your family’s wealth.

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Business owner’s guide

When starting and running a business, it’s important to consider 10 key decisions that can greatly impact your finances moving forward.

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Estate planning guide

Plan for tomorrow today with an estate plan to reduce expenses, while also simplifying and speeding the transition of assets to your beneficiaries.

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Charitable giving guide

Find out how to properly support the causes and communities you care most deeply about while also ensuring all of your financial needs are met.

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Retirement checklist

Retirement can be complicated, but our thorough checklist can help simplify it by helping you consider important strategies for maximizing income.

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Handy financial planning facts

From maximum TFSA annual contribution limits to important personal tax deadlines, use this guide to keep your finances on track.

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Spend each day trying to be a little wiser than you were when you woke up. Discharge your duties faithfully and well. Step by step you get ahead, but not necessarily in fast spurts. But you build discipline by preparing for fast spurts.

– Charlie Munger, entrepreneur and investor

Want to own your financial future?

 

The first step to owning your financial future is a conversation.

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