What does it mean to raise financially savvy children? What do our children need to know about money? Read Susyn Wagner's blog to learn more as she shares from her experience as a financial planner and the knowledge that's been passed down to her from the previous generation. #wagnerinvestmentmanagementteam #womenintheknow #money #thenextgeneration https://lnkd.in/gAuUzYBh
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Gain a competitive edge with our Q4 2024 financial insights! 📊 Whether you’re an investor or simply interested in market trends, our latest report offers valuable perspectives to guide your decisions. Click below to read more and stay informed! #Finance #Investing #MarketTrends #Q42024 #Economy #FinancialPlanning #InvestmentStrategy #MarketAnalysis #WealthManagement
Autumn 2024 Newsletter – The Wagner Investment Management Team - Wagner Investment Management Team
https://advisor.wellington-altus.ca/wagner
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Curious about the latest market trends and central bank moves? Our latest newsletter offers an in-depth analysis of the key events from July to September 2024. Discover how rate cuts by the Bank of Canada and the U.S. Federal Reserve are shaping the economic landscape, and what to expect in the coming months. 💰 💵 📈 💲💸 📊 🏦 #finance #trading #investment #investing #stockmarket #wealth #markets #SustainableInvesting #FinancialFreedom #FinancialPlanning #RetirementPlanning #SP500 #NASDAQ #XIU #ratecuts #policy
Last Quarter in the Markets - Central Banks’ Rate Cuts and Market Reactions - Wagner Investment Management Team
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Imagine the freedom of cruising down the open road without the weight of monthly car loan payments dragging you down. Owning a car can be a great convenience, but the financial burden of loans can feel like a never-ending cycle. Ready to break free? Karen Routledge, CIM, CFP, RRC explores some smart strategies to pay off your car loan faster and reclaim your financial independence. 🚗💨 #FinancialFreedom #DebtFreeJourney #MoneyManagement #InvestSmart #SaveMore #WealthBuilding #BudgetingTips #FinancialGoals #SmartInvesting #FrugalLiving #PersonalFinance #FinancialPlanning #MoneyMatters #DebtFreeCommunity #FinancialIndependence
My Money Story – Breaking Free from Vehicle Financing: My Journey to Financial Independence - Wagner Investment Management Team
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Patti B. Dolan, CFP®, CIM®, FCSI®, RIAC was recently featured in an article discussing the importance of building long-term trust with clients. Her approach focuses on consistent, transparent communication and prioritizing clients’ best interests to foster lasting relationships. We are glad to have her part of the team! Read more below:
Patti B. Dolan, CFP®, CIM®, FCSI®, RIAC, senior wealth advisor and portfolio manager at Wellington-Altus Private Wealth in Calgary, says many advisors are wined and dined early in their careers. There are all kinds of shortcuts available, but she’s stuck to a piece of advice from her father: “Whatever you do in this business, make sure you can walk down the street and look people in the eye.” Ms. Dolan spoke with Globe Advisor about the “ah-ha” moment when she tried to apply for a credit card as a single mom and the importance of choosing her responsible investing niche.
In a trust-based industry, this advisor plays the long game
theglobeandmail.com
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Stay ahead of the curve by diving into our monthly article. Embedded you'll find detailed analysis on how inflation, employment and GDP influenced the markets in August 2024. Learn about the U.S. Federal Reserve’s decision to hold interest rates, their upcoming rate decision, the impact of job creation and unemployment rates, and the positive surprises in corporate earnings. 💰 💵 📈 💲💸 📊 🏦 #finance #trading #investment #investing #stockmarket #wealth #markets #SustainableInvesting #FinancialFreedom #FinancialPlanning #RetirementPlanning #SP500 #NASDAQ #XIU
Last Month in the Markets - End of month Rally ekes out Positive August Returns - Wagner Investment Management Team
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Have you considered making a financial gift to an individual? Karen Routledge, CIM, CFP, RRC explores key topics to consider before doing so. For a deeper dive, be sure to read our article on "Giving While Living": #Charity #GivingBack #Donate #Philanthropy #NonProfit #Support #MakeADifference #Trading #StockMarket #Investing #FinancialMarkets #Equities #Economy #EconomicGrowth #Finance #Business #WealthManagement #Investment #Fintech #FinancialFreedom #Entrepreneurship #SustainableFinance
Giving While Living - Wagner Investment Management Team
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Are you or someone you know planning to buy your first home in the near future? 🏡 Check out insights by our very own Karen Routledge, CIM, CFP, RRC with essential tips and advice to make your home-buying journey smoother and more enjoyable. Read our article below and get started on your path to homeownership today! 📖 #FirstTimeHomeBuyer #HomeBuyingTips #NewHomeJourney #RealEstateAdvice #HomeSweetHome #DreamHome #HouseHunting #MortgageTips #HomeBuyingGuide #FutureHomeowner #Trading #StockMarket #Investing #FinancialMarkets #Equities #Economy #EconomicGrowth #Finance #Business #WealthManagement #Investment #Fintech #FinancialFreedom #Entrepreneurship #SustainableFinance
Conversations with a First Time Home Buyer - Wagner Investment Management Team
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The stock market can feel like a wild ride, with tranquil periods suddenly giving way to sharp volatility. This unpredictability stems from a mix of factors such as economic reports, geopolitical events, and shifts in investor sentiment. For tips on how to navigate these fluctuations, be sure to read our very own Susyn Wagner CIM® , CFP® , FCSI® reflections below: 📈📉💸 #finance #trading #investment #investing #stockmarket #wealth #markets #SustainableInvesting #FinancialFreedom #FinancialPlanning #RetirementPlanning #SP500 #NASDAQ #XIU
Riding the Waves: Understanding and Navigating Market Fluctuations - Wagner Investment Management Team
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Don’t let hackers turn your virtual world upside down! Our newest article gives you clear and simple advice that sticks with you as you learn how to protect yourself and your information. It’s written to give you the tools you need to keep your online space safe from the dangers that lurk unseen. Read it below: #Cybersecurity #DataProtection #Hacking #Malware #Phishing #Ransomware #CyberAttack #CyberCrime #NetworkSecurity #Trading #StockMarket #Investing #FinancialMarkets #Equities #Economy #EconomicGrowth #Finance #Business #WealthManagement #Investment #Fintech #FinancialFreedom #Entrepreneurship #SustainableFinance
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Delve into our monthly feature where we highlight the returns of the TSX, NASDAQ, and S&P 500; understand the significance of the latest CPI numbers; learn about the CrowdStrike outage; and discover how interest rate adjustments in Canada and the US could affect your investments. 💸📈💰 #finance #trading #investment #investing #stockmarket #wealth #markets #SustainableInvesting #FinancialFreedom #FinancialPlanning #RetirementPlanning #SP500 #NASDAQ #XIU #CRWD
