Carla Wojciechowski

12/06/2022

With new macroeconomic forces shaping the global economy, the above infographic shows countries with the highest inflation rates.

Although inflation may have hit its peak, several countries around the world are still facing double-digit inflation in 2022.

12/01/2022

Get out of the game of worrying and guessing by having a plan that provides peace of mind.

Too many people are acting like stock pickers when buying and selling index funds and ETFs—even though picking stocks is closer to gambling than investing.

10/14/2022

Like the family road trip, it’s best to remain focused on our destination and not let pit stops derail us from getting there.

At the beginning of the year, we expected the start of a rate tightening cycle by global central banks. What we hadn’t expected was above-average interest rate increases, the invasion of Ukraine and its impact on energy and food prices, and supply chain disruptions caused by the zero-COVID policy ...

09/12/2022

We received our excellence trophy for Advisory Team of the Year from ! Congratulations again to our amazing team for all their hard work and dedication!

09/09/2022

Let's get back to the basics of financial goal setting so you can set yourself up for success.

You've probably set some financial goals, but how much progress have you made? Read on to learn how to set goals that will help you get results:

09/07/2022

Here are 10 questions to ask your advisor to get the best value out of your next meeting.

Ask the right questions to help achieve your goals. Solutions For Financial Planning, Fall 2022*

09/02/2022

Here are five of the most common fears women have when it comes to money and ways to overcome them.

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

08/30/2022

As we move closer towards a paperless society, there is an essential need for digital estate planning.

Don’t forget to include your digital assets. Solutions For Financial Planning, Fall 2022*

08/26/2022

Recent studies found that over 60 per cent of employees said that having benefits increases job satisfaction, while 80 per cent said they would prefer to receive additional benefits over a raise.

How business owners can support their staff with a proactive benefits plan. Solutions For Financial Planning, Spring 2022*

08/23/2022

These books are a great place to start for those who want to learn more about how money works.

These books will help young (and young at heart) investors understand what it means to be financially successful.

08/17/2022

How do we ensure we’re making the right decisions, day in and day out, without becoming exhausted? These 10 cognitive razors can improve your decision-making.

Here are 10 cognitive razors, or rules of thumb, to simplify decision-making, curated by investor and thought leader Sahil Bloom.

08/10/2022

Asset allocation is a critical building block of investment portfolio creation.

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?