Entries by T.E. Wealth

Putting the “physical” in distancing: how to stay active and safe in a post-pandemic world

The growing tally of local and major sports events cancelled as the pandemic took hold was yet another grim reminder of how quickly and indiscriminately COVID-19 dramatically altered our lives.  Active people, however, found clever ways to cope during the crunch. Who knew that bench-pressing water jugs could be so invigorating? Or that there were […]

Rising stars 2020

Every year, Wealth Professional Canada spotlights 24 of the most promising up-and-coming wealth management professionals. We are very proud to announce that two of our team members have made the list. Congratulations Lubaba Rukhsana, Head of Research & Portfolio Manager at T.E. Wealth, and Jen Schmid, Vice President & Financial Consultant at Doherty & Bryant […]

Covid can’t stop culture

Seeing Hamilton in person before the pandemic struck was a bucket-list event for many people. Now you can watch the original cast of this Tony Award-winning play from the comfort of your own home. Welcome to culture in a time of COVID. At least for now. There are ups and downs, of course, to experiencing […]

Is the 4% Rule obsolete?

by Jonathan Chevreau | July 30, 2020 Original source The idea that retirees can safely withdraw 4% per year from their portfolio without running out of money has been a pillar of sensible financial planning. But in light of low interest rates and longer life expectancies, some experts say it no longer holds up. Over […]

What to do with $500, $1,000 or $10,000 right now

by Jonathan Chevreau | July 19, 2020 original source: https://www.moneysense.ca/save/financial-planning/what-to-do-with-500-1000-or-10000-right-now/ If you’ve been fortunate to keep a steady income during COVID-19, chances are all of the time you’ve spent in lockdown has resulted in a few extra dollars in your bank account. Experts offer advice on what to do with those “surprise” savings. If you’re […]

The impacts of COVID on small business: more challenges lie ahead

When viewed through the lens of job-growth figures, the Canadian economy is bouncing back, slowly, from the COVID-19 lockdown. However, the picture is not nearly as rosy when considering how far – and how quickly – it declined.  Indeed, some choppy waters still lie ahead. And for small businesses, navigating those waters will take ongoing […]

A tumultuous first half

Although Canadian stocks were closed for trading on Canada Day, U.S. equity and credit investors ushered in the first day of Q3 with another rally. This comes after U.S. stocks finished Q2 with a gain of 20%, marking the best quarter of performance for the S&P 500 Index in 22 years.   While the fear trade […]