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The Wong Group Update – Spring 2021

The Swinging Market Pendulum

 

It is the immutable market cycle. Stock market valuations can swing back and forth from one extreme to the other, sometimes being times appearing overvalued and speculative. Somewhere in the middle of this swing may be the fair value of any particular equity.

For most investors, the investing journey will be a long one. If we have a sound wealth plan to guide us, with a portfolio based on quality, it should serve us well no matter where the day-to-day markets take us. Continue to look forward where the market pendulum may swing.

Click here to read the full article and download a PDF with our 4-page Spring 2021 newsletter from The Wong Group, in which we discuss investing in global markets with reasons for optimism in 2021.

The Wong Group Spring 2021 Update

In this issue:
– Wealth Transfer Planning: Talking to Adult Children
– Interest Rates & Inflation: What Lies Ahead
– Don’t Need Excess Funds? RRIF Withdrawal Planning
– Working From Home: Remember to Claim Expenses
– Will Bitcoin Become the Next Gold?

As always, we are present, focused and prepared for opportunities to help you and your family.

Please 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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