The Magic Ingredient Behind Wealth (It’s Not What You Think)
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There’s a story that gets passed around the financial world–about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built a reputation for helping local farmers understand the real power behind long-term investing. Nothing flashy. No gimmicks. Just simple, solid advice.
When you walk into Fred’s office, you can see golden fields of wheat and corn waving behind him through a big window. It’s the perfect backdrop, because he often...
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Have You Protected Your Most Valuable Asset?
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Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset is your ability to earn an income.
It’s the engine that keeps everything else in your financial life running–your mortgage, your groceries, your kids’ sports fees, your future plans. And yet, it’s often the one thing people forget to protect.
Most of us assume we’ll wake up tomorrow, head to work, and bring home a paycheck like always. But what if you couldn’t? What if an illness or accident...
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Late-Career Retirement Planning Possibilities
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Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few hundred bucks a month can make a big difference in retirement, especially if you’re trying to stretch your dollars. But as helpful as that was, it’s still just a piece of the puzzle.
Here’s the truth: the only thing you can really count on in retirement is you–and the quality of the plan you put in place. If you’re in your 50s or early 60s, you’re in the home stretch of your career. This is the time to get serious and clear about what retirement is going to look like, and how you’re...
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Success is stumbling from failure to failure with no loss of enthusiasm.
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Winston Churchill
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Advantage Securities is a trade name of Aligned Capital Partners Inc. (ACPI) used for investment business. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and member of the Canadian Investor Protection Fund (www.cipf.ca). The information contained in this publication has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made by Aligned Capital Partners Inc., its affiliates or any other person as to its accuracy, completeness or correctness. All opinions expressed in this communication are as of the date of this publication, are subject to change without notice and are provided in good faith but without legal responsibility. Nothing in this publication constitutes legal, accounting or tax advice or individually tailored investment advice. This material is prepared for general circulation to clients and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Products or services referenced may not be suitable for you and it is recommended that you consult your advisor if you are in doubt about the suitability of such investments or services. This is not an offer to sell or a solicitation of an offer to buy any securities. Investment products are provided through ACPI and include, but are not limited to, mutual funds, stocks, and bonds. All non-securities related business conducted by Ryan Peterson of Advantage Financial Services is not in his capacity as an agent of ACPI. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Ryan Peterson. Past performance is not indicative of future performance, future returns are not guaranteed, and a loss of original capital may occur. Every province in Canada has their own laws regulating the types of securities and other investment products which may be offered to their residents, as well as the process for doing so. As a result, any securities discussed in this report may not be eligible for sale in some jurisdictions. No matter contained in this document may be reproduced or copied by any means without the prior consent of the author or ACPI.
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Advantage Financial Services Inc.
3222 Fairway Street South, Lethbridge, AB T1K 8A3
Ph: (403) 381-9195
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