Shawna McCrea - Balance Financial

"Generally speaking, it is ill-advised to change your investment approach frequently. Although it is tempting to allow news and economic forecasts to drive your investment decisions, focusing on your risk capacity at a given point of time might be better indicator of when you should make strategic shifts in your investment approach. Experience tells us that a steady hand and patience are the keys to reaching financial goals."

When Should You Change Your Investment Strategy?

It is ill-advised to change your investment approach frequently, but there are some circumstances in which a change is warranted

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Shawna McCrea - Balance Financial

“Do you have the correct products and services for you?” - Money Monday
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

“Do you have the correct products and services for you?” - Money Monday

“Do you have the correct products and services for you?” - Money MondayHelping YOU Navigate a Financially Successful LifeFirst initial consultation is COMPLI...

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Shawna McCrea - Balance Financial

I love these ideas - I have always been a fan of purposeful spending.
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

Does Money Buy Happiness? It Can! Here Are 11 Ideas for How to Spend Money to Increase Happiness | NewRetirement

Does money buy happiness? It does if you know how to spend it. Find out how to improve your quality of life with the right kind of spending.

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Shawna McCrea - Balance Financial

Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

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Shawna McCrea - Balance Financial

“Beneficiary Planning” - Money Monday
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial

“Beneficiary Planning” - Money Monday

“Beneficiary Planning” - Money MondayHelping YOU Navigate a Financially Successful LifeFirst initial consultation is COMPLIMENTARY @#InspiringFinancialHealth...

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Shawna McCrea - Balance Financial

Choosing the right financial professional to deal with can be a challenge and confusing. Here are some questions you can ask to find the right partner to help you achieve your financial goals.

7 Questions to ask your financial advisor | MoneySense

Asking these questions will help you determine whether a current or prospective financial advisor is a good match for your needs, which may include investment selection, financial planning and optimizing TFSAs/RRSPs, and whether they are likely to put your interests first.

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Food for Thought

Shawna McCrea - Balance Financial