Slade Wealth Report

January 2023

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Key Ideas for Wealth Building Success

From listening to the media and online commentators, we have identified two key observations that can impact your efforts to build assets and wealth over time.

The first is the way many individual investors place one-way bets on their market investments. As long as the investment is making money, all is good. But the minute the investment sinks for a couple of days or goes negative (relative to their starting capital), they quickly sell.

As famed investor, Warren Buffet says, in the short term the investment...

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The Power of Time and Patience

It’s challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for example, how a powerful financial reality (compound interest) can help investors accumulate a lot of assets over time to reward their patience and perseverance. Here’s how it works:

You invest $1000 at a 5% annual interest rate. You’ll have earned $50 in interest by the end of year one, making your original investment worth $1050. By simply leaving it alone and reinvesting, you’ll earn 10% on your initial $1000 investment, plus 5% on the $50 in interest earned in year one. By the end of year five, your investment will be worth...

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Lifestyle Choices Can Secure Your Retirement

For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives. They must decide whether it is better to make some of those choices now or have their circumstances force lifestyle changes later in retirement. That’s the dilemma faced by many people who have come to enjoy their way of life, but now realize that sacrifices will have to be made in order to maintain a similar quality of life in retirement.

Even for those pre-retirees who were diligent in their efforts to accumulate retirement assets, there is a realization that adjustments will have to be made. Through a combination of recent economic...

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What We Do

Retirement Planning
Portfolio Analysis
Insurance Analysis

Online Resources

Money Tools
Financial Library
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It is only when we take chances, when our lives improve. The initial and the most difficult risk that we need to take is to become honest.

Walter Anderson

Gravitas Securities Inc. (GSI) advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance related investment products, life and health insurance, etc. These services are not offered through GSI, however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer. The articles provided by various authors in this e-newsletter are general in nature and do not necessarily reflect the opinions of GSI. They do not represent a solicitation to purchase or sell any securities, whether specifically mentioned or implied. Contact us for advice regarding your unique situation before making any financial decisions based on anything discussed in these articles.

Slade Wealth Management
265N-8500 MacLeod Trail SE Calgary, AB T2H 2N1
Ph: (403) 242-1366