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Emblem Portfolios in Action

Investments, Tactical Updates

In our last tactical update, we cited the market’s overly optimistic view towards U.S. equities. This resulted in decreased U.S. equity targets in the Emblem Portfolios, and increased targets towards Canadian equities and fixed income. While it did take some time to begin unfolding, U.S. equities did initiate a slight correction, with the S&P 500 declining 0.7% since March 1st. Over the same period, the S&P/TSX Composite gained 1.9%.

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Retirement. What’s the worry and why?

Investments, Personal Finance

A fear of retirement continues to grip Canadians, even as retired Canadians lead happy lives. This is supported by the headlines you read, the sound bites you hear on television and the research that continues to focus on retirement. A recent report on Retirement noted that almost 7/10 working age people are worried about running out of money and having enough money to live on day to day.1 A Retirement Risk Survey by the Society of Actuaries found the following 2 concerns:

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Life & Money Matters: Retirement Realities for Boomers

Investments, Personal Finance

Does your retirement reality fit your own vision and experiences? In this video, Peter demystifies the commonly held perceptions about retirement among boomers and younger generations.

 

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The Quality Factor

Investment Views, Investments

2016 was a breakout year for Canadian equities. After trailing the US stock market in the preceding five calendar years, the S&P/TSX Composite bounced back in 2016 with a gain of 21.1%, compared to a gain of 8.6% for the S&P 500 (including currency effects) - great news for your Canadian equity investments.

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Life & Money Matters: Pay Yourself First

Investments, Personal Finance

The power of saving early and steadily for the long term can make a great impact on your retirement lifestyle. In this installment of Life & Money Matters Peter shares some thoughts on the benefits of paying yourself first.

 

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The stages of life insurance: Part III

Helpful Tips, Insurance

For many Canadians in their 50’s or older, their term life insurance policies may have come to an end. Would you know what to do next? As you get older, it’s important to re-evaluate your life insurance needs. How many years do you want to earn income before you retire? Or if you die, do you want to leave a financial cushion for your spouse, or contribute to your children or grandchildren’s education?

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Life & Money Matters: Four Retirement Questions for Retirees

Investments, Personal Finance

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected.

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Life & Money Matters: Top Retirement Planning Concerns

Investments, Personal Finance

Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors.

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The stages of life insurance: Part II

Helpful Tips, Insurance

Young or old, planning for the future with life insurance is too often forgotten or placed on the back burner. You should think about life insurance when you have financial obligations, responsibilities and priorities. Could your family cover the mortgage payments and household maintenance costs if you died too soon? Would there be enough money for your children’s daycare, tuition for college or university?

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A value-oriented approach

Investment Views, Investments

This article was written by David Keelaghan, News Editor and originally appeared in Wealth Professional on February 21, 2017.

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