Melkonian Finance

12/01/2023

Important Dates & New Contribution Limits

11/01/2023

Cost of trying to time the market

12/23/2022

Christmas Tip: Don't borrow money from elves, they're always a little short!

We hope your holidays are full of cheer and make way for a fresh start to a new, prosperous year!

06/16/2022

https://www.washingtonpost.com/business/2022/06/15/stock-market-drop-recession-fears/

Key takeaways:

- "S&P is still up 67 percent from its bottom on March 23, 2020"

- "S&P is up 10 percent from what had been its all-time high, on Feb. 19, 2020"

- "In the long run, the market is rational. But in the short run, anything can happen, and often does."

05/25/2022

We are looking for professionals with an entrepreneurial spirit with the desire to build their own client base and help their clients achieve their financial goals. Individuals who don't want their careers to be limited by earning potential or corporate ladders. Be your own boss and decide how you wish to grow.

Key Responsibilities

• Build, maintain and serve your client base

• Prepare financial plans for your clients to optimize their situations

• Monitor client progress on an ongoing basis and update files as needed

• Rebalance client portfolios as needed to reflect current market conditions

Qualifications

- Bachelor’s degree in business, finance or accounting

- Experience working in the financial industry

- Experience working in customer care

- Experience in portfolio management

- MFDA or IIROC licensed or previously licensed within the last 2 years. If not currently licensed, must be willing to obtain one of these licenses prior to start date

Training:

We support our Financial Advisors with training to help them succeed throughout their career. As well as ongoing training to help with client files for the first few years.

If you think have what it takes or would like more information, communicate with us at 514-225-0758 or at [email protected]

05/24/2022

This was true in 1987, 1990, 2000, 2008, 2011, 2020, and it is still true in 2022.

"When markets become volatile, they move to the downside, but then they recover. The pattern here is that markets are always upwardly biased in the long run. A diversified portfolio is always upwardly biased in the long run."

Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why.

12/31/2021

It's time to say goodbye to 2021 and welcome in 2022! We hope the new year fills your heart with love and your pockets with prosperity (we can help with part two 😉).

Wishing all of our loyal clients a healthy and happy new year!

12/24/2021

It’s the most wonderful time of the year 🎄
and one of the most wonderful parts of our business is working with each of you.

Thank you for making this and every year brighter for us! Wishing you and your loved ones the happiest of holidays from your friends at Melkonian Finance

09/03/2021

" One of the most liberating realisations in money management is when you understand the perfect portfolio does not exist and that you should construct a simple & appropriate portfolio so you can focus most of your energy on other more important things in life. "

- Cullen Roche

06/20/2021

You plan for them every day
Today is about planning for you
Happy Father's Day!