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The Wong Group Update – September 2020

Navigating Through Uncertainty

 

Today, as a result of the pandemic, many of us find ourselves feeling like we are navigating through unchartered territory.  We have entered a new era of digitization, de-globalization and debt.  But as we often say at The Wong Group, overcoming uncertainty is necessary for us to advance and progress, and also builds resilience over time.

During periods of extreme change, it is more important than ever to take advantage of professional advice in managing financial assets.  Investing requires shifting gears on a continuous basis, particularly in assessing new situations.

Fast moving markets can mean additional risks, so careful review and monitoring of investments is vital.  Balancing portfolio exposure to account for the many risk factors and potential economic outcomes can ensure that investing for the long term remains a profitable strategy.

When navigating through uncertainty, what does the path forward look like?

Click here to read the full article and download a PDF with our 4 page September 2020 Update from The Wong Group.

 

Also in this issue:

  1. – The Will is Not Enough
  2. – Offsetting Capital Gains through Tax Loss Selling
  3. – Softening the Costs of Higher Education
  4. – The Ongoing Case for Diversification
  5. – Are Stock Markets Overvalued?

September Wong Group Update 2020

 

As always, we are present, focused and prepared for opportunities to help you and your family. Please feel free to call me or my team at 778 655-2410.

Sincerely,

Maili Wong and The Wong Group at Wellington-Altus Private Wealth

 

 

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