Tracey Marshall

Tracey Marshall

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Month: May 2020

Dollar Cost Averaging

The market volatility over the last couple of months may have some investors wondering if they should pause their monthly contributions until the economy improves, or at least until we are all back to work. As many investors know, these…

Tracey Marshall May 25, 2020 Uncategorized Read more

Ready To Stop Working?

If the last couple of months have done nothing else, they have given us time to re-evaluate our lives, our relationships and think about what we want our lives to look like once we get through this pandemic. For some,…

Tracey Marshall May 21, 2020 Uncategorized Read more

Accessing Your Locked-in Retirement Account Funds

If you have a Locked-in Retirement Account (LIRA) or Life Income Fund (LIF) and are experiencing financial difficulties due to the Covid-19 pandemic, you may be eligible to access some of the funds. Chances are if you left a previous…

Tracey Marshall May 8, 2020 Uncategorized Read more

Tax-Loss Selling

Tax-Loss Selling – Capital Gains and Losses With tax season in full swing, there are always lots of questions around different strategies that can help investors reduce their tax bill. Tax-loss selling is one of those strategies. What is it?…

Tracey Marshall May 4, 2020 Uncategorized Read more

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