Flatiron Wealth Management

The Flatiron Wealth Blog

The latest news and insights from Flatiron Wealth Management

Investment Types

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Friday, January 20, 2023
Faced with economic turbulence and rising costs, the world’s need for productivity and value is increasing. Change is in the (cleaner) air. It’s time to leave fantasy growth stories behind and focus on the fundamentals – infrastructure is the perfect place to start.

Firm News

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Wednesday, January 4, 2023
We invited the blogTO for an exclusive tour of our beautiful office space and the unique architecture that comes with it!

Firm News

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Thursday, December 15, 2022
Andrew Sheppard gives us his take on what it means to be an entrepreneur and how he plans to grow the business.

Financial Planning

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Thursday, December 8, 2022
So much of the investment industry is focused on the “how” - how to get enhanced returns, how to build a portfolio, how to save tax, or how to capture the “next big thing”. Very few companies emphasize the “Why”...

Staying Invested

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Tuesday, November 22, 2022
How the COVID-19 pandemic alters the path of history remains to be seen. Like a retiree looking back over their life, it’s only in hindsight that they can fully process the impact of euphoric highs and devastating lows. The great events of history are similar; they shape people and societies.

Portfolio Management

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Friday, November 4, 2022
The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings. There are endless variations on this theme, largely dependant on client risk tolerance and time horizon, but the navigational starting point of a “balanced” 60% stocks and 40% bonds mix has endured.

Real Estate

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Tuesday, October 18, 2022
As the cliché goes, home is where the heart is. It’s also why decisions around selling or buying real estate, usually the biggest asset a person will own, go far beyond a financial transaction.

Staying Invested

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Tuesday, October 4, 2022
Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and news of political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.

Emerging Markets

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Wednesday, September 21, 2022
There’s a reason the likes of Coldplay and U2 sell millions of albums - people know what they’re getting. Whether it’s The Edge’s chiming guitar or Chris Martin’s lovelorn warbling, familiarity is comforting. Less widely known, and arguably more interesting bands, like Sparks for example, who switch up genres, often endure more sporadic profits. 

Investing Myths

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Wednesday, July 13, 2022
Gordon Gekko hasn’t done the investment industry’s reputation any favours. Michael Douglas’ unscrupulous movie character quickly became shorthand for all that is wrong with Wall Street and financial markets with his infamous ‘greed is good’ speech.

Financial Planning

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Saturday, July 2, 2022
It’s that time of year again. The Christmas tree has come down, you’ve dived into your new year’s resolutions and … now it’s RRSP time.‍

Staying Invested

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Thursday, May 26, 2022
Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie, grab some uncomfortable sleep, and wait until the plane’s wheels hit tarmac. Ignorance is bliss.

Alternative Investments

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Tuesday, May 17, 2022
For years, you’ve dined on meat and potatoes; sturdy fare that’s given you the strength and endurance you’ve needed. Now, however, while the prime cuts of meat still deliver, the potatoes are drying out – less quantity, quality and nourishment.

Alternative Investments

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Wednesday, March 23, 2022
Canada’s benchmark interest rate hit an all-time high of 16% in 1991 – and here investors are in 2022, freaking out over projections it’ll touch 1% by June. But there’s a reason for the current unease.

Financial Planning

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Wednesday, March 9, 2022
Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”.

Financial Planning

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Monday, February 21, 2022
The last time inflation was a major issue, Pink Floyd were releasing singles and the majority of Maple Leafs fans could still remember winning the Stanley Cup. Now the new generation of investors are more familiar with crypto than the Consumer Price Index.

Portfolio Management

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Thursday, February 17, 2022
Watch the second episode of our three-part series: Demystifying Financial Planning, and allow us to bring more sense to a topic that often seems purposely confusing.

Portfolio Management

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Thursday, February 10, 2022
Watch the second episode of our three-part series: Demystifying Financial Planning, and allow us to bring more sense to a topic which often seems purposely confusing.‍

Financial Planning

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Wednesday, February 2, 2022
Latest numbers show that inflation is hovering around 7% in the US, and 4.7% in Canada. After more than 2 decades of ultra-low inflation rates, these new numbers are stunning.

Portfolio Management

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Thursday, January 27, 2022
Watch the first episode of our three-part series: Demystifying Financial Planning, and allow us to bring more sense to a topic which often seems purposely confusing.

Financial Planning

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Thursday, January 20, 2022
Most Canadians will have weighed up the advantages of using an advisor at some point in their lives. But with more and more options open to the DIY investor, the question of whether to use a professional is one many people don’t fully understand.‍

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