According to recent reports, investors using a U.S. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day.1 It’s not difficult to do. Today, often all it takes is one quick swipe on our smartphones. However, frequent portfolio checking may be hazardous to your investing health. Modern behavioural scientists […]
Do you check your portfolio too frequently? Read More »
With the tremendous proliferation of investment information available, cutting through the noise can be difficult. Information is not the same as advice There is an old saying in the investment industry: “Don’t confuse brains with a bull market.” The inference, of course, is that it’s easy to pick winners when markets are rising. The challenges
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The investment professionals here at Watermark Stone Wealth recently attended the 15th annual iA Private Wealth Year Ahead Investment Conference held on January 18, 2021. The virtual event brought top investment minds together to provide market and economy expectations for 2021. Differing viewpoints of more than 15 industry experts were shared, including: Clément Gignac, First
Market and Economy Expectations for 2021 Read More »
The turning of a new year is synonymous with optimism and hope. Here are some reasons why better times may lie ahead for 2021.
Better times may lie ahead for 2021 Read More »
How will your \”new normal\” look? What will you change post-pandemic? Why not put numbers to those dreams with a well crafted financial plan? News headlines have become a louder part of our days in 2020. The news of the day has always been a dull roar in the background of our lives, but this
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We have compiled 8 cybersecurity tips to help you better protect your personal financial information from fraud and identity theft.1 A September 2, 2020 article penned by Equifax Canada states that “The Canadian Anti-Fraud Centre (CAFC), the central agency tracking all types of fraud, estimates the cost of mass marketing fraud (i.e. fraud by phone,
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We would like to share 3 webcasts to help you navigate COVID-19. Experts share tips on optimizing resiliency, maintaining health and wellness, and proven parenting strategies. Our parent company, iA Wealth, gathered some experts to create webcasts just for you. We hope they help your daily life during the pandemic become a bit smoother. Stay
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When life puts a pinch on your finances it’s hard to decide what to do. If you and your family are faced with tough financial choices turn to your advisor for help navigating your wealth worries. Temporarily laid off Many people have found themselves temporarily out of work lately. While different levels of government have
Tough financial choices? Read More »
COVID-19 and Your Investments You cannot turn on the media without hearing news of the Coronavirus. World markets have seen quite a bit of movement as fears of the virus spread. While we can’t specifically say when this volatility will end, we can tell you that the Watermark team excels at navigating clients through market
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Watermark Stone Wealth is here for you Watermark Stone Wealth is still here during these difficult times… As we enter a new week of unknowns, we want you to know that the priority of your Watermark Stone Wealth team remains the same – committed to you as our valued client. We are here to help
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iA Private Wealth
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Canada
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