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Welcome back!

August already?? Everyone seems to be on vacation mode and in that sense, we will keep it short for you.

We have been very active in the media talking about the increase in interest rates, market volatility, inflation, and what to do (and what not to do!). We have also seen talking about the importance of having the money conversation with your family and how that can be one of the greatest gifts you can give them. We are including a couple of videos in that regard.
We feel a lot of nervousness in the markets and in that regard, our friend Angelo will join us on August 9th at noon to talk about this and allow for an interesting and interactive Q&A session. Please email us at rsvp@rubachwealth.com to get the link, and check out our Spotlight section below for more details!

"COVID made me do it": Taking stock of pandemic money decisions

If you made some rash impulse decisions - like buying a premium car or quitting your job - in the past two years, chances are the pandemic made you do it. Now that we're headed back to some semblance of normalcy, it's time to take a hard look at those decisions, their financial impact, and how to make reparations for any damage. 
Read Article
Is a Financial Advisor Qualified to be a Life Coach?

Financial advisors are increasingly being turned to for guidance through life events - but does that make us life coaches? In many ways, yes. We are here for our clients, and to be effective at our jobs, we must get to know you on a deep personal level to help you obtain your financial and life goals. But as I mentioned to Barbara Balfour in this article, there should be clear boundaries. 
Read Article
It may feel like a financial storm is sweeping across Canada and the rest of the world lately. While this situation can be frightening and intimidating, there are a few practices you can use to make your present and future more manageable. Learn more about it in our most recent video.

To discuss your situation please book a meeting here: https://bit.ly/3hxtK5G.
Watch Now

Have you initiated your estate planning conversations yet?

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two difficult topics — money and death.

But approaching these topics with your adult children can assist in preparing for the future and give you a chance to explain the reasoning behind your decisions.

To learn more, please watch our new video. If you would like further assistance, don't hesitate to reach out at 647.808.7700.
Watch Now

This August 9th, join me and our friend, Angelo Parziale, for a webinar where we will talk about updates on the economy and volatility!

In this presentation we will discuss:
• The history and emotions of volatile markets.
• Market downturns—looking beyond the volatility.
• What causes the ups and downs?
• Strategies for volatile markets.

To get the log-in info, please RSVP below or email rsvp@rubachwealth.com.
RSVP Now
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More Articles with Elke
  • Podcast:
    We touch on the importance of having curiosity around your finances, feeling empowered to ask questions of your advisor, and having a plan for your money and understanding it. Learn more in EP244 Financial Curiosity with Elke Rubach at     https://bit.ly/3LAUJe0
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Our phone number is:
647-808-7700

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