by Mathew Joseph | Aug 10, 2022 | Uncategorized
The Department of Finance announced more details about the new Tax-Free First Home Savings Account (FHSA), including an age limit of 71 and the ability to carry forward up to $8,000 in unused contributions.First proposed in the 2022 federal budget, the FHSA would...
by Mathew Joseph | Jul 18, 2022 | Uncategorized
In 2007, at age 52, I was forced to retire overnight. An MRI had revealed a tumor, the size of a large eggplant, sitting on my pelvis. In 98% of these cases, my oncologist told me, bone tumors are secondary cancer. He estimated that I had about six months to live. But...
by Mathew Joseph | Jul 12, 2022 | Uncategorized
2022 The Big PictureTOPICSThe power of compounding and diversificationThe historical disparity between equity and fixed income returnsHow various investment strategies have stacked up over timeHow inflation has eroded real returnsHistorical context: political events,...
by Mathew Joseph | Jul 10, 2022 | Uncategorized
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by Mathew Joseph | Jul 4, 2022 | Uncategorized
Severe market declines are unnerving, and understandably cause many investors to reevaluate their options. Stay put? Cut and run? Add more to my portfolio to benefit from a rebound? While no single solution is right for every investor, the historical data can provide...
