Articles
FINANCIAL FACELIFT: What age should Kate, 56, start taking her CPP and OAS benefits?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFinancial Post / Rechtshaffen: Big interest rate cuts ahead from the Bank of Canada if 2001 is any indication
They say that actions speak louder than words, and this definitely applies when it comes to the Bank of Canada. The central bank now forecasts the consumer price inflation (CPI) index will return to two per cent in mid-2025. If this two-year prediction causes you concern that policymakers won’t be lowering rates for two years,…
Read MoreFinancial Post / Rechtshaffen: The case for ending the Bank of Canada’s interest rate hikes now
The May consumer price index (CPI) rose 3.4 per cent year over year, which was a big drop from the 4.4 per cent year-over-year number in April, but that doesn’t tell the real story. Not surprisingly, there is a component of the CPI that is still showing significant inflation. The mortgage interest cost index was…
Read MoreFINANCIAL FACELIFT: Can Evelyn, 62, and Ezra, 70, afford to both travel and financially assist their son?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFinancial Post / Rechtshaffen: Planning to live a long, healthy life? Here’s how to make your money last
There is an all-encompassing statistic for baseball players called WAR, or wins above replacement. The higher the WAR over a career, the better the player. The very best Hall of Fame players might have a WAR of more than 100. A career for one of these greats might last 20 years, but their WAR is…
Read MoreFinancial Post / Rechtshaffen: 6 ways to make more income from your investments
There are some unique opportunities in every investment market, and we’re not talking about artificial intelligence and lithium mining here, but the joys of some sources of high income. Some of these vehicles are better known than others, but each brings a different yield and has a different risk profile. High-interest savings funds and ETFs…
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