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Attached you’ll find our Monthly Market recap. September 15, 2022 Optimize Wealth Management

Market Update Inflation Fixation All eyes remained on key inflation numbers this week as investors anxiously awaited the U.S. FOMC meeting and ultimate decision around the expected rate hike

This article shares some of the best quotes about investing and explains the meaning behind them.

Market Overview The start of 2022 has seen a return of the volatility that was largely absent from the markets for most of 2021. Both equity and fixed-income markets started the first months of the year with significant pullbacks. While many were hopeful that the world would be progressing towards a return to normal from the pandemic, the Ukraine/Russia war that began in late February largely interrupted this path forward.

Top financial services companies, like Ontario-based Holmlund Financial – Optimize Wealth Management, focus on providing a seamless customer experience.

Finance Minister Chrystia Freeland tabled the 2022 Federal Budget on April 7, 2022. Housing and affordability took the main stage with numerous measures aimed at tackling housing access, affordability, and improvements. There are no broad-based tax increases on individuals or corporations. The capital gains inclusion rate remains at 50% and there’s no real change to the principal residence exemption.

Pros and Cons of the Guaranteed Investment Certificate - Holmlund Financial

While the common house cat might not be your first pick when thinking of animals to model your investment style after, your favorite furry friend has several qualities that might be helpful to your investment outlook.

A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.

Unfortunately, your inheritance doesn't (usually) come with instructions. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward of your inheritance.