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July 2020 Book a Meeting
 
 
Bathtub Economics Explained

The fastest market correction in history, that started in the last week of February and bottomed in late March, led to the fastest bounce back over a five-week period1, since about 1987. However, at the time of this writing, most of the major market indexes are still below their February 2020 peaks levels.

Many market observers and commentators attribute this quick market rebound to the amount of money created by Central Banks globally, to support the global economy with cash...

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Your Financial Future

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and a Financial Strategy are important for those who want to ensure better tomorrows for ourselves and our families.

A Financial Strategy focuses on what we want to happen while we’re still alive. Estate Planning is concerned with what we want to happen here on earth after our death. It’s best to start with the Estate Plan because no one knows how soon it will be needed. Also, a well thought out...

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Feel Good Tax Relief

Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition to their annual contributions, they would like to bequeath more substantial amounts to their chosen charity in their wills. Some of their more affluent friends do this. However, Carl and Cathy do not feel that they are able to.

They would like to endow their favorite charity at a relatively low cost and get some tax relief in the process. Life insurance may...

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Mutual Funds are provided by Equity Associates Inc., a Mutual Fund Dealer. All other products sold other than mutual funds are not supervised or the responsibility of Equity Associates Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual. The opinions expressed are those of the advisor and do not necessarily reflect those of Equity Associates Inc.
 
Better Financial
#230 - 339 Wellington Rd. - London, ON N6C 5Z9
Ph: (519) 438-1889
 
 
The only way to make sense out of change is to plunge into it, move with it, and join the dance.
 
Alan Wilson Watts