ClearWater Quarterly Newsletter

Quarterly Newsletter: Envision your retirement

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: Quiet the noise

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: A key to achieving a financial goal

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: Taking care of your financial peace of mind

Is there opportunity in market volatility? When markets are volatile, everyone’s pleased with the upswings, perhaps eagerly checking out their portfolio balance. But the downswings can be another story. Maybe those portfolio balances still get checked, but nervously.

Quarterly Newsletter: Is there opportunity in market volatility?

Is there opportunity in market volatility? When markets are volatile, everyone’s pleased with the upswings, perhaps eagerly checking out their portfolio balance. But the downswings can be another story. Maybe those portfolio balances still get checked, but nervously.

Quarterly Newsletter: RRSP contributions should reinforce, not rearrange, your portfolio strategy

What will the new year bring from an investing point of view? None of us has a crystal ball, of course, but we are confident that well-diversified clients are set up to face whatever the new year has in store for us.

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

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