October Newsletter

MWFS' October Newletter has been published. 

Click above to read about our digital newsletter, financial insights, portfolio reports, and online client access.

 

How will the upcoming U.S. Election Impact your U.S. Portfolio?

 

A historical election will be taking place in the U.S.A. on November 5, 2024. How is that going to impact your U.S. portfolio?

Take a look at what investment analysis reveals about stock market trends in election years and portfolio considerations for you as an investor.

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Diversifying your Investment Portfolio

 

When investing, it is always a good idea to use a diversification strategy. This last decade has tested the faith of fixed income investors. It may well be that the pendulum is now poised to swing the other way.

In the article from Canada Life entitiled "Bonds are Back", read on to gaid perspective on this tremendously important asset class and some of the opportunities it presents.

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The Importance of Estate Planning

It is a difficult but extrtemely important topic. The fact is, none of us will live forever. If we wish to ease the burden on our loved ones, is is a very good idea to be inforce of, and prepare for our inevitable end.

Sun Life offers a number of ideas in their article, "How much does a funeral cost?" With this article, we encourage you to read, learn, and discuss estate preservation with your trusted MWFS Account Manager.

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Semi-Retire with Confidence