Perler Wealth October 2024 E-Newsletter
Harry Perler, David Olejnik & Kevin Kinrade
Certified Financial Planners
Perler Financial Group
Worldsource Financial Management Inc.
Perler Wealth October 2024
We are always happy to help you, your family, and friends. As always if you have any questions or comments, please be sure to contact us.
Harry, David & Kevin
604.468.0888
Perler Financial Group Book Library
We would like to remind you that we have a book library! If you're looking for your next spring read, we have lots of great books to choose from. Plus, we have extra space, so feel free to drop off any unwanted books.
Click on the pictures to view the videos and articles
Check out some of our recent YouTube Videos, subscribe to our YouTube channel today!
September 2024 Market Update
Markets were positive in the past month, with inflation continuing to moderate and monetary policy beginning to ease within North America. The 3rd quarter was another positive one for investors, making it 4 quarters in a row now that we have had gains across broad equity markets. Join Harry, David & Kevin as they further discuss what the markets looked like in September.
Why You Should Update Your Financial Plan Regularly
Join Harry, David & Kevin for this months educational video as they discuss the importance of updating your financial plan on a regular basis and the triggers that would make you want to do so.
The Magnificent Seven
The Magnificent Seven are 7 technology companies that have become powerhouses in the global economy.
Learn who the Magnificent Seven are, their performance in recent years, how they impact the stock market, and more.
Source: AdvisorStream
Halloween Candy Expense
Like many other foods, candy has been subject to inflation and shrinkflation in recent years. When looking to save on costs, could you save more by buying your Halloween candy earlier or is it better to wait?
Source: AdvisorStream
5 Common Worries in the Market
Take a look at these 5 common worries in the market and examine why they may not be true areas of concern for investors.
Source: AdvisorStream
Insufficient Pension Coverage
Is your pension enough? Learn what you should do if you have insufficient pension coverage.
Source: AdvisorStream
High Interest, GIC, and Mortgage Rates
Through our strategic partnership with Dominion Lending Centres, we can help you find the best mortgage rates and make the process as simple and efficient as possible for you. Additionally if you want to stay up to date with the current interest rates on High Interest Savings accounts and GICs click the button below.
**Please note, rates change daily and subject to change without notice. Please be sure to call us to learn the most current rate.**
Life is all about balance. Not only is your financial well being important, but so is your physical and mental well being.
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