On the sixth day of Christmas, Darren Cooper, our Senior Investment Advisor, nominated the JDRF.
Why? “My dedication to supporting the Juvenile Diabetes Research Foundation (JDRF) stems from a personal connection close to home – my brother, Brent, who was diagnosed with Type 1 diabetes at the age of 10,” said Darren. “Witnessing Brent navigate the daily challenges of managing his condition has fueled my commitment to contribute to JDRF’s mission.”
“By donating, I’m actively participating in the collective effort to find a cure for Type 1 diabetes. My hope is simple yet profound: I look forward to a future where individuals like Brent can lead uncomplicated lives, free from the constraints of this condition.”
Please follow along on our LinkedIn page and our website as we highlight a new charity every business day until December 22nd.
From the entire team at the Baun & Pate Investment Group, we wish you and your family a very Happy Holiday Season and Prosperous New Year.
As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full scope of Fortune’s power, as if she would surely do whatever is in her power to do.” This sentiment resonates as we examine the current economic landscape shaped by Donald Trump’s victory in the 2024 U.S. presidential election.
The markets were well behaved in the third quarter, playing out as we expected with a few bouts of volatility at the start of August and September. Market participants have moved their focus away from inflation, as it looks to be under control, and instead, the key data point each month has been the jobs reports.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
There are moments in life that leave a lasting impression. For me, two significant memories from the 1985 Live Aid concert stand out: Queen’s iconic performance and Dire Straits, featuring Sting, introducing the world to their classic song Money for Nothing. Since the late 1980s, following Japan’s economic miracle, the idea of creating “money for nothing” has become a go-to strategy for many involved in crafting fiscal policy. However, this tactic ultimately solves nothing. Should investors be concerned?
The costliest piece of advice is the one usually obtained for free. This is the first thing that comes to mind when I hear “so and so told me to do this to save on probate.” Don’t get me wrong, probate fee planning is important for those in high-fee provinces like British Columbia (1.4%) and Nova Scotia (1.7%), but even if you reside in areas with nominal fees like Alberta ($525), planning can potentially speed up the transition of your estate.
The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.
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