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Wealth

What to do When You Feel Market Whiplash

In today’s environment it’s easy to live in a state of panic and fear. Especially when you continually hear “Dow down 2000 points” “we are in a recession” “stimulus package” “rising cases and deaths”. However, grounding yourself in the things you can control and focusing on them will allow you to put yourself in the […]

Wealth

COVID-19 & Your Finances: What Canada’s Economic Relief Means for You

COVID-19 is having a significant and sudden impact on our economy. In response, the Canadian government has introduced a $27-billion plan to help support individuals and businesses that are financially strained as a result of the crisis.  If you’re facing unexpected financial struggle, you’re not alone. To help you understand what support may be available […]

Wealth

Noise

R.E.L.A.X…..  Aaron Rodgers made this statement several years ago as the famed Green Bay Packers got off to a rough start in their season.  The fans, the local media were all over him, everyone doubting.  Sure enough, as if out of a Disney movie, Rodgers goes on to lead them into the playoffs.  RELAX…ha, that’s […]

Wealth

What Do You Want to Be When You Grow Up?

Steven B. Goldstein, CFP®, CRPC®, RICP® Vice President, Private CFO® What do you want to be when you grow up? You were probably asked that question many times when you were a kid.  I always dreaded that question because I wasn’t one of those kids who had a special talent or somehow knew they wanted […]

Wealth

Preparing for the Unexpected

Cristina Briboneria, CFP®, AWMA®, ADPA® Vice President, Private CFO® As I write this, I am nearly in tears. Full disclosure, I want you to know that I was a true Lakers and Kobe Bryant fan. For me, growing up in Los Angeles and being a basketball player, I looked up to Kobe as a hero […]

Wealth

When is the Right Time to Upsize?

Eric Pucciarelli, MBA, CRPC®    Co-CEO and Founder oXYGen Financial, Inc. Request a FREE no obligation consultation: www.oxygenfinancial.net So maybe you own a starter home or even the next level up and you are watching HGTV thinking how nice it would be to own a bigger home. Maybe it has the huge kitchen you always wanted, or […]

Wealth

Market Update: See How a Strong 2019 Performance Impacted Your Portfolio

US and Canadian stock indices closed the year with double digit returns in 2019 as global equities had their best year in a decade.  Here’s how this and other market trends affected your portfolio: Performance[block]0[/block] ETF Portfolios December performance 1-Year performance ETF Safety Portfolio 0.31% 8.13% ETF Conservative Portfolio 0.50% 11.37% ETF Balanced Portfolio 0.49% […]

Wealth

Should You Delegate Everything?

For many years I have had the opportunity to coach and train numerous financial advisors and high net worth entrepreneurs. One of the biggest challenges is helping them calculate what an hour of their time is worth. Truly understanding this concept is incredibly valuable for executives.  Something all these successful folks have in common is […]