Joe Macek, Investment Advisor Portfolio Manager iA Private Wealth

Business Owners! Master Your Finances: The Ultimate Guide to Retirement for YOU! You’ve put in  a lot of effort to create your business!  You’re proud of what you’ve achieved. Eventually, there will come a time to step back from it. Here’s how you can begin preparing for that moment. If you’re a business owner, retirement might not be at the forefront of your mind.  Your focus is likely on running your business , managing your team, and keeping things afloat. However, the day will eventually come when you’ll be ready to step back. Currently, the idea of stepping away might seem  unimaginable.  You’ve invested  a lot of yourself into your business , so delaying thoughts of retirement might feel more comfortable.  But beginning to plan now could make the transition from working years to retirement smoother. Take Emily Rivers, aged 59, for example. She runs a successful dance costume business and sees retirement as an open-ended concept. She loves her wor...

Is Inflation Devouring Your Retirement Dreams? Uncover the Top 6 Inflation Fighting Investments to Shield Your Purchasing Power NOW! A Staggering  54% of Americans Slash Retirement Savings Amidst Inflation Woes.  One in five Canadians  have zero retirement savings,  while close to  half only have $5,000 or less,  according to a June 2023 survey by Healthcare of Ontario Pension Plan. Here is how to fight back! In the world of money, inflation can make it harder to keep the value of your savings. Investors are looking for ways to protect their money from losing value, and this article explores  five types of investments that have a history of staying strong even when prices are going up.  These investments can help your money grow or at least keep pace in times when its value might be at risk. It’s like having sturdy shields in the ongoing fight to keep your money from losing its worth. If PICTURES are worth 1000 WORDS, VIDEOS are worth 1000 PICTURE...

Don’t Let These 5 Fears Crush Your Financial Independence! 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 charg...