BeaconPoint Financial Security Limited

How did your investments perform in the first quarter of 2023?

Are you taking on the right amount of risk?

When will you achieve your investment goals?

If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments: https://calendly.com/jamiemadigan/intro

It’ll be the best investment of your time & we promise that you’ll learn something.

Is now a good time to invest?

If you don’t need to withdraw your money for the next year or so, it’s a great time to invest, as the markets took a beating last year.

Now is the time to review your investments to ensure that you’re properly invested to align with your goals & well diversified, so that you recover faster as the markets continue to recover. It’s also important to ensure that you’re taking on the appropriate level of risk that you’re comfortable with.

As always, feel free to reach out with any questions or concerns or to review your investment portfolio together.

                               

For the first time in 2022, we saw back to back months of positive growth in October & November.

The TSX is almost break even for the year now followed by the Dow Jones (small caps). The big tech companies still have the most ground to make up.

Now is the time to review your investments to ensure that you’re properly invested to align with your goals & well diversified, so that you recover faster as the markets continue to recover.

As always, feel free to reach out with any questions or concerns or to review your investment portfolio together.

                               

Happy Mother’s Day to all of the Moms out there & all of the single fathers who have to be both Mom & Dad.

Thanks for all that you do! We appreciate 🙏🏻& love ❤️ you!