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Estate Planning
Estate planning to estate do-ing
From clothing and music to home decorating and more, everyone has their own style. So it shouldn’t be surprising that people also tend to gravitate toward the characteristics and objectives of a particular investment style.
If you’re new to investing, the sheer number of investment vehicles available can be overwhelming. You could try stocks and bonds, but it’s tricky to navigate the complex investment landscape – while also understanding enough about the markets and economy – to know when to buy and sell.
The concept of “safety in numbers” is well ingrained in human behaviour. For instance, if your town was being invaded by marauders, it helped if everyone banded together to fend off the attack.
Single women solely responsible for covering their own expenses could face more precarious financial conditions than those in a dual-income home.
As an investor, you likely have several financial goals you’re working toward. Some of them might be short term, like an upcoming vacation or pending home downpayment, while others may stretch further into your future, like your young child’s post-secondary education or your retirement.
It’s been well documented that a massive wealth transfer is taking place globally, with an estimated $1 trillion in Canada alone moving to the next generation. If you’re expecting (or recently received) a sizeable inheritance, deciding what to do with it can be overwhelming.
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