Devonsleigh Wealth Management Inc.

11/05/2024

This quarter's newsletter.

11/05/2024

09/15/2024

Quick video on Mortgage Insurance vs Term Life Insurance.

08/03/2024

This week’s official report on jobs could set off a key warning sign that’s predicted every recession since 1970.

The indicator to watch in the Bureau of Labor Statistics payroll report for July due Friday is the unemployment rate: if it rises to 4.2% from its June level of 4.1%, it would set off a recession alarm called the Sahm Rule.

Learn more here: https://investopedia.visitlink.me/bG3LjH

08/03/2024

Standard Deviation is a measurement of a fund's volatility. It measures how far it has historically strayed from its average return. The chart shows 3 funds that all average a 5% return over 15 years (one with no deviation, one with low deviation, and one with high deviation). Risk matters. In the case of this $100,000 investment, it mattered to the tune of over $40,000.

07/31/2024

If you bought the Japanese (Nikkei) index 34 years ago, Congratulations! You just broke even! Remember that risk and diversification matters.

06/29/2024

Here is this quarter's newsletter about the Magnificent 7. They sound like superheroes - and to investors over the past year, they have been.

03/01/2024

Here is this quarter's newsletter. First Home Savings Accounts are the focus.

08/10/2023

I have created a resource that may be beneficial to my clients and their loved ones. The Executor's Companion binder is intended to assist the executor of a will. The testator (the person writing their will) can fill in information such as bank account numbers, email accounts, passwords, investments, contacts, etc. On their passing, their executor will have access to this vital information which can greatly support them in their role. Being an executor involves a tremendous amount of work as well as fiduciary and legal responsibilities. The Executor's Companion gives your executor a step-by-step process which will assist them as they perform their duties. If you, or someone you love, would benefit from this resource, please send me a DM or call/text me at 647-836-7668. I would be happy to provide you with a complimentary book.