Happy Vancouver Spring to you and your families. I hope this finds you all well and enjoying the longer evenings and warmer temperatures. As I have been planting and weeding in my garden and seeing the final days of the tulips planted there, historic investment bubbles came to mind, beginning with ‘Tulip Mania in 1593’.
I thought this article may be of interest to all of you. Its primary focus is on the ‘History of Herding’ and how our emotions impact our investment decisions. The article talks about the financial advisory profession and how we endeavour to help you, our clients, make sound decisions regarding your long-term financial well-being. I welcome your feedback on the article and, as always, am happy to address your queries and concerns.
Vera Vlaovich is a Financial Advisor with RGF Integrated Wealth Management. The views expressed are those of the author and not necessarily those of RGF Integrated Wealth Management, which makes no representations as to their completeness or accuracy.
© 2019 RGF Integrated Wealth Management. Ltd., RGF Wealth Management. Ltd., Member – Canadian Investor Protection Fund
Tax Planning
Tax planning can be also complex and hard to understand, because everyone's situation is unique. Below, we look at different financial situations and how we'd suggest each person proceed to get the most favorable result.
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