Stefan Houbtchev - IG Wealth Management

01/26/2022

Tax Free Savings Accounts are an excellent vehicle for growing investments tax free, as well as transferring wealth tax free to your estate upon death.
Too many Canadians misunderstand this account as a regular savings account that pays out interest. The reality is that TFSAs can hold most investments, including Mutual Funds, ETFs, Stocks, and Bonds.

11/08/2021

Financing planning is about more than good advice or investment returns. It’s about providing guidance that you can trust.

11/03/2021

Meet some of this month’s top IG Wealth investment solutions and portfolios. Learn more: ow.ly/YTVo1034aTv

10/26/2021

Looking for a more personalized financial planning approach? Contact me today to learn more about what I can offer you here at IG Wealth.

07/29/2021

"Buy the dip". As equity market across the world fell, a single phrase turned the ship around.

Global equity markets began the week extending the slide that began in mid-July. On Monday, July 19, the downbeat price action accelerated as North American large-cap indices breached the -3% level from their previous peaks on an intraday basis. That was where the slide ended as stock markets rallie...

06/08/2021

Drawing down your investments in retirement comes with a level of risk as markets fluctuate and volatility increases. A proper diversified portfolio of stocks, bonds, annuities, rental properties and pension income can provide protection against certain underperforming market segments.

Retiring at the start of a downturn can impact your long-term retirement plan

06/08/2021

A disappointing US jobs report strengthened the belief that the US Federal Reserve (Fed) will keep monetary policy conditions easier for longer. This may indicate a longer lasting transitory inflation period as interest rates remain low, and the corporate bond buyback programs remain. Read this and more in this week's Market Update.

Global equities muddled through the week before ending on a strong note. The disappointing US jobs report (Canada’s was weak too) strengthened the belief that the US Federal Reserve (Fed) will keep monetary policy conditions easier for longer – what was bad news for Main St was good news for Wal...

06/03/2021

Great article from our partners at J.P. Morgan Asset Management! Our partners are hard at work ensuring our clients have appropriate exposure to markets primed for outperformance.

Looking ahead, European equities should stay supported given a substantial improvement in vaccinations, upcoming fiscal support, and a sizable valuation discount relative to the U.S. for a market that offers access to both the cyclical recovery and an inflation hedge.

06/02/2021

Have you ever thought about your future and wondered ‘what if’? Now imagine if you could test those different ‘what ifs’ with your financial advisor, and instantly see the impact on your financial well-being. Introducing the next generation IG Living Plan.

Our new IG Living Plan™ is an enhanced digital experience that helps you collaborate with your advisor in new ways, and test different ‘what if’ scenarios.

06/01/2021

The S&P500 finished the month of May on a small positive as it turns around a two week skid. Canadian Equities rallied led by solid bank earnings and rising energy and commodity prices. However, short term expectations are still dependent on whether inflation fears are truly transitory or not. Will the Fed be pressured to hint at future rate hikes due to a booming US economy? Will capital markets continue to buy the Fed's admonitions around inflation? Read this and more in this week's Market Update.

Most global equity markets managed small gains in a week of mixed economic data. The notable exception was weakness in US equity markets, where the S&P 500 fell 1.6% intraday on the release of the slightly hawkish US Federal Reserve’s (Fed) latest meeting minutes. The data from China disappointed ...

04/19/2021

US Equities climbing to new all time highs, falling government bond yields, and increasing signs of transitory inflation. Read this and more in this week's Market Update.

Several equity benchmarks, including the S&P 500, the MSCI World Index and Canada’s S&P/TSX Composite Index, climbed to record highs this week, buoyed by optimism about the pace of economic growth and the assurance of continued accommodative monetary conditions. Europe and much of Asia got off to ...