Financial Wellness Center

Mar 20, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors When I left the corporate world to go independent, I entered the...

Mar 12, 2020

Yesterday, March 11th, 2020 the Dow Jones Industrial Average closed down more than 1,400 points, marking the end of a historic 11-year bull market...

Feb 25, 2020

Key Takeaways: On February 24, 2020 the S&P 500 closed the day down -3.4% – its largest single-day loss since February 2018. Coronavirus outbreaks...

Feb 13, 2020

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: ...

Jan 22, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors It’s been reported that the majority of people by mid-February,...

Jan 10, 2020

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing...

Dec 12, 2019

Are you on your way to achieving your financial goals? The end of the year is a good time to take a look at the previous 12 months and to...

Nov 22, 2019

Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples...

Oct 01, 2019

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle...

Sep 20, 2019

Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not...

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