Joe Macek, Investment Advisor Portfolio Manager iA Private Wealth

Discover the 10 Habits That Helped These Early Retirees Say Goodbye to 9-to-5 Grind! Are you dreaming of bidding farewell to the 9-to-5 grind and retiring on your terms? Well, the road to early retirement might seem elusive, but have no fear as today we take a closer look at the habits of those who have successfully achieved financial freedom ahead of the pack. From smart money moves to mindful living, we will discover the 10 essential habits that have paved the way for these early retirees to say goodbye to the traditional work routine and embrace a life of financial independence and fulfillment. Let’s delve into the blueprint for early retirement success and learn how you too can transform your financial landscape. Want to see my TOP TEN RULES of INVESTING in COLOUR? Check me out on YouTube! 1. Frugality Early retirees often prioritize saving and living below their means. They are mindful of their expenses and make conscious choices to avoid unnecessary spending. Being smart with mon...

  Why People Procrastinate When it Comes to Meeting With Investment Advisors “The stock market has  a way of humbling everyone eventually.  Yes, everyone —  and I mean everyone  — makes investment mistakes, even advisors.” In pursuing financial well-being, many individuals find themselves standing at the crossroads of opportunity and hesitation. The prospect of meeting with an investment advisor portfolio manager can be a powerful catalyst for positive change.  Yet, all too often, deep-rooted fears act as formidable barriers, preventing individuals from taking the first crucial step. In this eye-opening exploration, we dig deep into the top 5 Fears that hold people back from seeking the guidance of an investment advisor portfolio manager. If you feel you might fit into this category,  instead of letting these worries control you, let’s break them down and clear them away. I want to help you take charge of your financial future without being held back b...

Explore the art of crafting a well-balanced portfolio that endures financial growth. Investment volatility is a measure of how much the price of an asset  fluctuates over time,  while  investment risk is the possibility of losing money  due to factors affecting the overall financial markets. Investors can choose to invest in high-volatility or low-volatility assets, depending on their risk tolerance and investment goals. High-volatility assets, such as stocks and emerging market bonds, tend to offer higher returns over the long term,  but they also come with greater risk of loss. Low-volatility assets, such as government bonds and cash equivalents, tend to offer lower returns,  but they are also generally less risky. It is important to note that  volatility  is not the same as  risk.  A highly volatile asset may not  feel  risky from a loss standpoint, if it is likely to appreciate in value over time. Want to see me in action? ...