ClearWater Quarterly Newsletter

Quarterly Newsletter: Take financial stock to make change happen

Savings and investments may be the last thing on your mind as you enjoy our all-too-short summer. We can’t blame you! We hope you and your loved ones are safe and secure and can truly enjoy the warm days ahead.

Quarterly Newsletter: As the economy recovers, staying the course is more important than ever.

Savings and investments may be the last thing on your mind as you enjoy our all-too-short summer. We can’t blame you! We hope you and your loved ones are safe and secure and can truly enjoy the warm days ahead.

Quarterly Newsletter: Ready for retirement? New year, new normal: what’s the best strategy?

As the new year begins, it’s difficult to know what kind of financial and investing challenges await us. All indications are that we will continue to live with the effects of the pandemic for some time, but those effects may not be straightforward. Last year, the markets showed themselves to be surprisingly resilient while the “real” economy and job market faced substantial
headwinds.


The way forward? Build financial resilience into your household balance sheet while maintaining your commitment to your long-term investing goals.

WINTER2021

Quarterly Newsletter: Ready for retirement? How to find out before you do it

When the time comes, will you be ready? The transition to retirement can be a real challenge for many of us. In fact, a 2019 poll by a major Canadian fi nancial institution found that more than a quarter (27 percent) of retired Canadians regret retiring and an almost equal number (23 percent) have tried re-entering the labour market.

Click below to read the full version of our newsletter.

WINTER2020-1

Quarterly Newsletter: Feeling fearful when markets turn? Time for a risk reality check

Feeling fearful when markets turn? Time for a risk reality check

Depending on your age and investing experience, the market downturn in March caused by the COVID-19 crisis may have been a real shock or just the latest in a series of unfortunate events in your investing life. Either way, these types of market gyrations bring to the fore our personal relationship with risk. While we may understand risk as a concept,
especially easy to do when the markets are up, it takes a serious downturn to face our emotional reactions to risk. If you’ve been feeling anxious, it may be time to reevaluate your tolerance for risk. Continue Reading

Quarterly Newsletter: Ready for retirement? How to find out before you do it

When the time comes, will you be ready? The transition to retirement can be a real challenge for many of us. In fact, a 2019 poll by a major Canadian financial institution found that more than a quarter (27 percent) of retired Canadians regret retiring and an almost equal number (23 percent) have tried re-entering the labour market.

Scroll to top