UPotential

As 2024 unfolds, what does the economic landscape have in store for us? Will there be reductions in interest rates?

In this week's blog, we share our insights on the factors that could shape interest rates this year: https://bit.ly/3U4j8zK

Can we finally expect interest rate cuts? – UPotential Unless you believe fervently in Dr Who or Marvel character Loki’s time travel, you’ll know no one can really predict the future. But rewind to the end of 2022 and analysts were forecasting recessions, hard landings, and interest rate cuts. They never happened. Instead, here we are, the TSX is up...

Still think that "money can't buy happiness”? That’s certainly what we’ve always been taught. Yet, it's worth noting that many of our parents may not have had the privilege of accessing the research that we now have and that we integrate into our financial strategies.

Let's delve into the relationship between happiness and wealth.

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Wealth Options Still think that "money can't buy happiness”? That’s certainly what we’ve always been taught. Yet, it's worth noting that many of our parents may not have ...

"Encore Careers" or "Second Acts" are a great path to keep busy, remain social and do something to feed your soul while slowing down the bleed on your bank account. In my experience, many clients actually look forward to the idea of "Rebooting" rather than "Retiring" once they have digested the reason for leaving their primary occupation.
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Involuntarily Retired Clients May Need a Second Act – UPotential This week’s article broaches a subject that seems delicate to the author. The idea is the Encore Career. In my experience, many clients actually look forward to the idea of “Rebooting” rather than “Retiring” once they have digested the reason for leaving their primary occupation. We have w...

Philanthropy and the Upcoming Changes to Donations of Appreciated Securities Philanthropy goes beyond big donations and includes various forms such as time, effort, money, or assets. Starting January 1, 2024, the tax treatment for don...