Portfolio Advisor

Global markets The final months of 2021 brought a heightened degree of uncertainty and volatility for investors as they contemplated the tectonic shifts in key underpinnings of the equity market’s strong performance since the “COVID Crash” of 2020. Rising...

Planning around the “what, when and how” of your retirement income can help maximize your after-tax cash flow.

As “The Wealthy Barber” author David Chilton says, “There are two things that I won’t do, even when begged. I won’t help a friend move – too old to say yes to that. And I won’t be a friend’s executor.” Given the complexities of the role, it’s easy to...

Inflation has flared up – how it can affect investors

Three tips to help tune up your portfolio for the year ahead 1. Review your investment goals and your “roadmap” to achieve them Your investment portfolio should support what you are trying to achieve through your saving and investing efforts. Ask yourself:...