{"id":2100,"date":"2025-06-19T14:21:28","date_gmt":"2025-06-19T14:21:28","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/wagner\/?p=2100"},"modified":"2025-09-18T14:46:56","modified_gmt":"2025-09-18T14:46:56","slug":"summer-2025-newsletter-the-wagner-investment-management-team","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/wagner\/2025\/06\/19\/summer-2025-newsletter-the-wagner-investment-management-team\/","title":{"rendered":"Summer 2025 Newsletter \u2013 The Wagner Investment Management Team"},"content":{"rendered":"

As we reach the midpoint of 2025, it\u2019s a great time to pause, reflect, and refocus your financial strategy. This summer, we explore how to stay grounded amid global policy shifts, market volatility, and the illusion of speed in today\u2019s fast-paced world. Discover timely insights on supporting the next generation with home purchases, planning tax-efficient withdrawals, and understanding the implications of joint ownership in estate planning. Plus, we unpack the recent U.S. credit downgrade and what it could mean for Canadian investors.<\/p>\n

Let\u2019s make the second half of 2025 a season of clarity, resilience, and smart financial decisions.<\/p>\n

Read the full report: Download\/View this PDF here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As we reach the midpoint of 2025, it\u2019s a great time to pause, reflect, and refocus your financial strategy. This summer, we explore how to stay grounded amid global policy shifts, market volatility, and the illusion of speed in today\u2019s fast-paced world. Discover timely insights on supporting the next generation with home purchases, planning tax-efficient […]<\/p>\n","protected":false},"author":155,"featured_media":2111,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[15],"tags":[],"class_list":["post-2100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-insights"],"yoast_head":"\nSummer 2025 Newsletter \u2013 The Wagner Investment Management Team<\/title>\n<meta name=\"description\" content=\"This summer, we\u2019re diving into how to stay grounded amid global policy shifts, market volatility, and the illusion of speed in today\u2019s fast-paced world.\" \/>\n<meta name=\"robots\" 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