by Haslam Financial | Dec 1, 2022 | Blog, financial planning, investment
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments for investors to choose. However, this amount of choice can be overwhelming. Fortunately, an investment advisor can help you...
by Haslam Financial | Oct 4, 2022 | Blog, financial planning, investment
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments for investors to choose. However, this amount of choice can be overwhelming. Fortunately, an investment advisor can help you...
by Haslam Financial | Aug 1, 2022 | Blog, financial planning
The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at hand – in the form of a certified financial planner. A certified...
by Haslam Financial | Jun 14, 2022 | 2022, Blog, financial planning, individuals, investment, News, tax
One good way to handle portfolios in this increasingly bearish market is to turn to dollar-cost averaging, according to one portfolio manager. “I’m advising clients that dollar-cost averaging over the upcoming time period is one strategy to mitigate risk,” Graham...
by Haslam Financial | May 27, 2022 | 2021, 2022, Blog, financial planning, individuals, investment, News, tax
The Financial Consumer Agency of Canada (FCAC) released Thursday the results of a mystery shop that was carried out in late 2019. That exercise – which followed a 2018 review – aimed to examine consumers’ experience with front-line employees at the big six banks....
by Haslam Financial | Jan 4, 2022 | 2022, Blog, financial planning
2022 Financial CalendarWelcome to our 2022 financial calendar! This “at a glance” document lists important dates, including when government benefits are distributed and tax filing deadlines. Be sure to bookmark this or add the dates listed to your personal...
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