LT Wealth Management Partners

2020 was a challenging year. Join us on Feb 24th at 7:00pm for an exclusive tax planning webinar. This webinar is for individuals, with families, businesses, real estate or planning for retirement and is a great opportunity to ask any investment or tax questions that you may have. Our goal is to help you make the most of your 2020 tax return. The webinar will be hosted by Patrick Caffrey, CPA, CA, TEP - Associate Vice President, Tax Reporting at Raymond James Ltd. and Terry W...right, Senior Portfolio Manager at LT Wealth Management Partners of Raymond James Ltd. Click the link to learn more: https://ltwealth.ca/tax-planning/ https://www.rjsocialmedia.com/aAJMwC

Chairman and CEO Paul Reilly appeared on Fox Business to discuss the firm's first quarter of fiscal 2021 results.

Raymond James Stadium will host America's biggest football game on Sunday, February 7 in Tampa Bay. But how does this monumental event come together especially amid a pandemic that's rewritten the logistical rulebook? In this special edition of the Raymond James For What It's Worth podcast, Peter O'Reilly, NFL executive vice president of club business and league events, offers a glimpse into the planning (and problem solving) that's made this year's game possible.

Warren Buffett, arguably one of the most successful investors of all time, often says "If you mix politics with your investment decision's you're making a big mistake." As our friends down south welcome Joe Biden as their new leader, time is appropriate to heed Buffett's wisdom. Emotions may be the life blood of politics, but they are often the Achilles heel for investors. The article below was published by Forbes on the day of Biden's inauguration and dives into the relat...ionship between politics and the stock market. If you're thinking about making changes to your investment portfolio due to the change in administration, our team highly recommends you read this article. #investing #politics

It's a question that comes up all the time: Why isn't the market reacting to something that is freaking people out? Check out this article to learn why.

Dr. Maria Konnikova has made a career chronicling human behavior and decision making. She has a psychology degree from Harvard, a Ph.D from Columbia, and is a also a high-stakes-poker player. As a matter of fact, her poker mentor was Erik Seidel, one of the most successful tournament players in history. In this exclusive article, Maria dives into some of the key lessons she's learned that apply to both poker and investing. ... The big takeaway: Focus on the decision-making process, rather than dwelling on losses or missed opportunities.

Between the economic uncertainty caused by COVID-19 and one of the most polarizing elections of our country's history, we have seen more fluctuation in the market than in recent years. While fluctuation is normal, it can cause people to make bad decisions with their money--like panic selling.

It's easy to be overwhelmed by all the decisions you need to make when you're preparing for retirement. But the process doesn't need to be complicated. Here are some strategies to help you make better decisions: 1. Understand how we actually make good decisions.... 2. Break big decisions into smaller, more manageable steps. 3. Pre-make decisions and set simple rules in advance. 4. Build a framework for making good retirement decisions. Check out this publication from Forbes to learn more about making sound decisions as you approach retirement.

Raymond James financial advisors understand there's more to financial planning than helping you decide how to invest.

Happy Thanksgiving! We know times are tough right now, and if you or someone in your family has been thinking about personal finances lately, please feel free to reach out. We are more than happy to chat and don't charge for the initial consultation! [email protected] | 604-416-2505

The markets may have returned to new highs after the Covid-19 crisis, but researchers are determining the trends that drove stock prices during the market crisis of Q1 2020. Heres what they have found.

Several months into the coronavirus crisis, millions of people are still suffering from the economic fallout. Younger people are in an especially tough spot. The uncertainty brought on by the pandemic may leave you worried about your financial stability. Here are some tips to help you manage your finances.

The Dow is an index of 30 of the largest companies in the U.S., and a barometer of the stock market as a whole. At the open of trading today, Dow stalwarts Exxon and Raytheon were replaced by Salesforce.com and Amgen, in the first DJIA shake-up in two years.

The stock splits of Apple Inc. and Tesla Inc. take effect Monday. These change the stock price and not much else, but they can be confusing. Here is a look at the ins and outs of stock splits, from how they work to why they happen. #stocksplit #investing

As if it wasnt already challenging enough to save for retirement, a pandemic seemingly has put an end to retirement savings. Or has it?

The federal government is phasing out #CERB which has paid $68.5-billion to about 8.6 million unique applicants. Heres an interesting article by the Globe and Mail discussing the economic impact as people transition to other forms of assistance. #CERB

Many investors think they understand diversification. Unfortunately, many will often fall prey to certain myths that keep them from fully optimizing their portfolios.

Insights from the Raymond James Investment Strategy Team. https://www.rjsocialmedia.com/aj_gTw

From holding yourself 100% accountable, to becoming self aware and understanding your purpose. Here are a couple of ideas on how to supercharge your path to success. #GrowthMindset https://www.rjsocialmedia.com/aFk85q

Vince Murton, VP, Professional Wealth Advisory, Retirement & Financial Planning, Raymond James Ltd. discusses: Financial planning and wealth management support at Raymond James. How could these areas assist a client who wants to pass the family cottage on to their children? What about a business owner preparing to sell their business?

Three money principles you should teach your kids and teens this summer: 1. Starting early has major advantages. 2. Its okay to spend as long as it is within your means. 3. Know the difference between bad and good debt.... Read the full article here:

Canadas federal government presented an economic and fiscal "snapshot" earlier this month. Heres an overview of the numbers.

Delaying benefits from the Canada Pension Plan or the Quebec Pension Plan for as long as possible is the safest, most inexpensive pension that money can buy So why do almost all Canadians take CPP at age 65, or even earlier?

Fear of the unknown can be immobilizing, but the right personal advisory team, combined with transparent data, can provide the visibility and expertise to navigate the future no matter how stormy the waters.

With the pandemic causing so much uncertainty in the world, many people are struggling to make financial decisions. Here are some expert pointers for assessing your needs and options, and moving ahead responsibly.

"I know its something I should do - Ill get around to it one day." Have you taken the time to plan out your estate?

Are you beginning a new career, looking to buy a home or getting ready to start a family? Here is a great resource for young adults looking to take control of their personal finances.

For people pursuing financial independence or planning to retire early, the coronavirus pandemic has offered perhaps the ultimate stress test. #Retirement #FIRE

Jason Castelli, vice president, head of investment strategy in our client services group, joins us to discuss 2020 scenarios for the second half of the year.

The best financial plan is one you can actually stick to from the beginning. Here are four pillars to lean on when evaluating your financial life.

If you set up your portfolio in a sound manner to begin with, then you wont have to spend valuable time and energy worrying about movements in the stock market. #Investing #LTwealthTips

Tips from behavioral science can help you succeed with your retirement planning. #FinancialPlanning #LTwealthTips

Europe has now lifted coronavirus travel restrictions for Canadian citizens. Heres what you need to know before you travel to Europe. #Travel #Europe

An upward blip within a longer period of falling prices is usually remembered as a bear-market rally. Whether the market is experiencing one now remains a matter of debate. #BearMarketRally #Investing

Our minds dont always see risk clearly and thats important to remember as you navigate life after lockdown. #risk #investing

Decisions regarding finances are often most consequential when we are busy, troubled, and flat out overwhelmed. #behaviourialfinance #investing

If youre on the cusp of retirement or have just stopped working, its hard to tune out the stock markets gyrations. Most investors who are still saving can safely ignore the headlines and go on with their lives. New retirees may feel theyre in a more precarious position. #personalfinance #investing

After unleashing a barrage of measures early in the COVID-19 crisis to successfully stabilize financial markets and keep credit flowing, the Bank of Canada is about to pivot to bolstering the burgeoning economic recovery.

Investment themes that will drive performance over the next decade are already emerging. Investors who are quick to adapt to the post-crisis landscape should have a market edge.

"Dont mistake action for progress" - Marty Bicknell, founder of Mariner Wealth Advisors when referring to the recent market volatility.....great quote! #investing #marketvolatility

This year has 3 of the worst 25 losses and 2 of the 25 biggest gains for the S&P 500 since 1928 https://www.rjsocialmedia.com/afJ691

Investing is a game of endurance, with the biggest gains accruing to those that can most withstand the pain.

"The investors chief problem, and worst enemy, is likely to be himself. In the end, how your investments behave is much less important than how you behave." - Benjamin Graham

Have you ever wondered about the relationship between stocks and inflation?

10 steps you should have taken already to guard your financial well-being.

Life changed in the pandemic, but investing for retirement has not. Provided some thought was put into it, the same mix of stocks and bonds you had before COVID-19 still makes sense.

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. So here are a few tips to help you prepare for the next market crash.