Nathan Small, CFP, RRC, BSM - Dale & Small Group Private Wealth Management

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Nathan Small, CFP, RRC, BSM - Dale & Small Group Private Wealth Management Senior Wealth Advisor, Dale & Small Group Private Wealth Management
IG Wealth Management Inc., Mutual Fund Division Investors Group Financial Services Inc.

Retirees Stephen and Karen Kreider Yoder share how they have kept rising prices from ruining their retirement by using t...
10/17/2026

Retirees Stephen and Karen Kreider Yoder share how they have kept rising prices from ruining their retirement by using their time to save money. https://tinybfs.com/t/DmpKvU

One interesting suggestion was withdrawing securities in lieu of cash, but don’t think of it as a get-out-of-jail-free c...
10/16/2026

One interesting suggestion was withdrawing securities in lieu of cash, but don’t think of it as a get-out-of-jail-free card. https://tinybfs.com/t/NTApqf

A proposed West Coast Pipeline from Alberta to B.C. could lead to further growth in the Canadian oilsands. Find out abou...
10/15/2026

A proposed West Coast Pipeline from Alberta to B.C. could lead to further growth in the Canadian oilsands. Find out about the latest about project. https://tinybfs.com/t/GlDQCK

Withdrawing more than you need from your RRSP or RRIF and reinvesting it can be a reasonable course of action. You may h...
10/13/2026

Withdrawing more than you need from your RRSP or RRIF and reinvesting it can be a reasonable course of action. You may have heard of it referred to as an RRSP or RRIF “meltdown” strategy. https://tinybfs.com/t/S9NMcH

Investment pros say investors shouldn’t abandon bonds, but instead focus on those with shorter maturities. https://tinyb...
10/12/2026

Investment pros say investors shouldn’t abandon bonds, but instead focus on those with shorter maturities. https://tinybfs.com/t/AN8nsb

This is an issue common enough that it has its own name: sequence-of-returns risk. If a market slump hits the value of y...
10/11/2026

This is an issue common enough that it has its own name: sequence-of-returns risk. If a market slump hits the value of your assets before you need to cash out, you’re punished twice. https://tinybfs.com/t/97afpl

Many Pennsylvania residents in Hazle Township are pushing back against the data center, despite the lure of the cash pay...
10/10/2026

Many Pennsylvania residents in Hazle Township are pushing back against the data center, despite the lure of the cash payout. https://tinybfs.com/t/75t4TQ

US debt hits $40 trillion as price-sensitive investors replace price-insensitive buyers like China, raising yields and v...
10/09/2026

US debt hits $40 trillion as price-sensitive investors replace price-insensitive buyers like China, raising yields and volatility risks amid fiscal concerns. https://tinybfs.com/t/NaFaO6

Millions of people save for decades for the day when they turn in their laptops and never have to work again. When the d...
10/07/2026

Millions of people save for decades for the day when they turn in their laptops and never have to work again. When the day comes, though, many fear spending down their nest eggs. https://tinybfs.com/t/qxkEn6

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