Radz Je CFP®Sep 4, 20233 minGeared Funds: Unlocking the Potential of Financial LeverageIntroduction Geared funds are investment vehicles that aim to amplify the returns of an underlying index or set of assets through the use...
Joel Cleary CFP®May 15, 20235 minThe Future is Green: The Importance of Investing in ESG and Ethically Conscious Funds and IndexesAs the world evolves, so do our investment strategies. It's become increasingly evident that our financial decisions can have...
Radz Je CFP®Mar 29, 20233 minNavigating Market Volatility: How Financial Planners Help Clients Stay the CourseThroughout history, financial markets have experienced periods of significant volatility that have tested the resolve of investors. The...
Radz Je CFP®Mar 22, 20233 minUnderstanding Sequence Risk: A Deeper Dive into Retirement PlanningSequence risk, also known as sequence-of-returns risk or order-of-returns risk, is a significant concern for individuals approaching or...