Investing in 2021: How to invest with confidence in uncertain times
2021 will pose unique challenges for investors, especially for those relying on a fixed income for retirement.
February 8, 2021
6 Tips to Help You Stay Financially Secure In Retirement
If you are concerned that you won’t have enough for your future, then it may be time to make some tough choices and get creative. We've got 6 tips to help
November 4, 2020
An 8-Step Guide To Your Financial Future [Checklist]
CFP®Family Wealth Advisor Christopher Jardine's 8-step guide can help you determine if you have enough to support your financial future. Check it out now.
October 30, 2020
5 ways fast thinking is hurting your investments
Here’s how fast and slow thinking applies to investing, and 5 biases to watch for if you want to make better decisions when it comes to your investments.
July 15, 2020
What’s a good MER fee plus 3 strategies to avoid high fees
This article focuses on one particular fee, the management expense ratio (MER). What is a MER? How much is it costing you? What’s considered a “good” MER?
July 14, 2020
Retirement expense cheatsheet for investors
Use this handy list of retirement expenses as a way to start gathering information before you complete a more formal retirement expense worksheet.
June 30, 2020
How to avoid these 4 common retirement mistakes
Retirement is no time for mistakes. This article covers 4 of the most common retirement mistakes and one sure-fire solution that will prevent them all.
June 29, 2020
5 Retirement Tax Tips
Did you know taxes can be your biggest expense in retirement? Keep more money in your pocket with these 5 retirement tax planning tips.
June 25, 2020
5 more biases that are hurting your investments
Here are 5 investment biases that are probably compromising your decisions, plus signs to look out for and steps to take to slow your thinking down.
June 24, 2020
Why ESG doesn’t mean fossil fuel free
We explain how using environmental, social and governance (ESG) factors as part of a green investment strategy doesn't mean fossil fuels are out of the mix
June 24, 2020
COVID-19 investment update: Fear not, this too shall pass
COVID-19 has led to a material sell-off in global stock markets and impacted the investments of many people. Here is our perspective on recent events.
June 24, 2020
Should foundations invest in ETFs?
After 8 years with chairing the Oakville Community Foundation's investment committee, Adaptive ETF strategist Jeff Black shares his insights on ETFs.
June 24, 2020
COVID-19: Market insights and actions
How will COVID-19 affect the global markets? How has it affected them already? Learn how Bellwether is managing financial uncertainty through the pandemic.
June 24, 2020
Gold prices vs the dollar
What drives gold prices up? This post gives our interpretation, with some advice for ETF investors.
June 24, 2020
What's the difference between ESG and SRI?
We explain socially responsible investing (SRI) and environmental, social and governance (ESG) factors so you can make the right choices for your portfolio
June 24, 2020
Bellwether vs. traditional investment approaches
This article compares the investment approaches used by Bellwether Investment Management and traditional financial advisors and brokers.
June 24, 2020
How your biases are getting in the way of achieving your retirement goals
Humans are hard-wired to avoid losses. Learn how this bias affects our investment decisions and how to manage it to make better decisions.
June 24, 2020
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