You’re sitting outside on a perfect summer day, enjoying a moment of bliss. The sunshine is golden, a breeze flows by, in your left hand is a tall glass of lemonade – and in your right hand is your phone displaying your investments. Wait, what?
In this issue of Well-Advised (click here Assante Well-Advised – Summer 2019 ) we ask the question: “How often should you check your portfolio?” You’ll find the answer on Page 4.
With summer here, a new school year is right around the corner. Page 2 addresses education savings. We reveal why university might cost more than you expect and point out effective savings vehicles.
Our newsletter also covers the theme of investing for couples. On Page 1, we look at the bright side of a couple who have contrasting investment personalities. And on Page 3, we illustrate strategies a couple can implement to save tax.
Finally, on Page 4, an article on the retirement risk zone explains the importance of safeguarding your investments in the years before and after you retire.
We hope you and your family have a pleasant summer. Please get in touch with us whenever you need financial information or advice.
Ted, Eric, Rob and Chris
Thomson Financial Partners
P.S. Find out about a spousal RRSP strategy. The Page 3 sidebar explains how to gain tax and investment advantages when one spouse is earning little or no income.