News archive
- 2024 Federal Budget summary
April 17, 2024 - Protecting your greatest asset with disability insurance
March 18, 2024 - Business succession planning with insurance
March 18, 2024 - Six ways life insurance can grow your wealth
March 18, 2024 - Generational wealth planning: Engaging and preparing the next generation
February 23, 2024 - Preparing for a purpose-driven retirement
February 23, 2024 - Anticipating health-related expenses in retirement
February 23, 2024 - Maximizing your quality of life through optimal health
February 23, 2024 - Maximizing your RRSP contributions
February 2, 2024 - Approach retirement with confidence
December 12, 2023 - Tax-loss selling planning considerations — turning a negative into a positive
December 4, 2023 - Five timeless tips to manage market ups and downs
November 28, 2023 - U.S. tax planning considerations for Canadian “snowbirds”
November 24, 2023 - First Home Savings Account
November 10, 2023 - 2023 Year-end tax planning tips
November 2, 2023 - Unlocking Wealth: The value of sound advice
October 25, 2023 - Protecting seniors from financial abuse
October 20, 2023 - How to protect yourself from financial fraud
October 11, 2023 - Four ways to grow your wealth tax-free in Canada
August 21, 2023 - Corporate earnings influence investors’ decisions
May 17, 2023 - Corporate earnings influence investors’ decisions
May 17, 2023 - Financial results dictate investor sentiment
May 17, 2023 - Corporate earnings influence investors’ decisions
May 17, 2023 - Investors analyze inflation data
May 17, 2023 - Investors ponder over economic data
April 17, 2023 - Investors analyze inflation data
April 17, 2023 - Fed’s rate hike decision keeps investors on the ropes
April 17, 2023 - Investors await key economic data
April 17, 2023 - Navigating the Real Estate Market with Irene Kaushansky (Ep. 8)
April 12, 2023 - Wealth planning checklist for seniors
April 3, 2023 - The role of financial literacy in preparing rising generations to be stewards of family wealth
March 20, 2023 - The banking sector dictates investor sentiment
March 20, 2023 - Your Guide to Tax-Free Savings Accounts (TFSAs) (Ep. 7)
March 15, 2023 - An introduction to dividends
March 10, 2023 - First Home Savings Account
March 6, 2023 - Investors continue to speculate Federal Reserve’s rate hike decisions
March 3, 2023 - My Widowed RRSP (Ep. 6)
February 28, 2023 - Investors remain cautious of Fed’s rate hikes
February 24, 2023 - More Fed Hikes a Possibility as U.S. Inflation Falls Less Than Expected
February 17, 2023 - My Widow Valentine (Ep. 5)
February 14, 2023 - The Stages of Grief (Ep. 4)
February 14, 2023 - The Steps To Take Within 3-6 Months After the Death of a Spouse or Partner (Ep. 3)
February 14, 2023 - The Steps To Take Immediately After the Death of a Spouse or Partner (Ep. 2)
February 14, 2023 - Get To Know Richard Dri & Palma Polesel (Ep. 1)
February 14, 2023 - Corporate Earnings Take Centre Stage; BoC Hits Pause After Quarter-Point Hike
February 14, 2023 - Markets Begin to Wobble Over Fears of Recession
February 14, 2023 - Hopes for Less Aggressive Fed Grow As U.S. Inflation Slows in December
February 14, 2023 - Investors Remain Focused on Fed’s Every Word
February 10, 2023 - Caught in the middle – Financial strategies for the sandwich generation
January 23, 2023 - Building a Total Wealth Plan for life
January 23, 2023 - Markets Struggle for Direction in First Week of 2023
January 13, 2023 - Markets Wobble as Fed Raises Rates Another 75 Basis Points
January 9, 2023 - Dow Enters Bear Market, U.K. Tax Cuts Rattle Bond Markets
January 9, 2023 - Markets Struggle for Traction After Strong Start to Q4
January 9, 2023 - Markets Volatile as U.S. Core Inflation Increases in September
January 9, 2023 - Strong Earnings Give Markets a Boost, But Recession Fears Continue to Weigh
January 9, 2023 - Earnings Take Centre Stage as Investors Try to Gauge Economy’s Health
January 9, 2023 - Weak Retail Sales, Hawkish Fed Continue to Weigh on Indexes
January 9, 2023 - Fed Minutes Reveal Growing Sentiment to Slow Rate Increases
January 9, 2023 - 10 tips for financial wellness
December 28, 2022 - Retirement tax planning tips: Sources of retirement income
December 21, 2022 - 2022 Year-end tax planning tips
December 14, 2022 - The role of Power of Attorney
November 30, 2022 - Considering home care for a sick or elderly family member
November 23, 2022 - Planning how to care for aging parents
November 16, 2022 - Protecting seniors from financial abuse
November 9, 2022 - How to protect yourself from financial fraud
November 6, 2022 - The asset transfer strategy
October 25, 2022 - Recreational property succession planning with insurance
October 18, 2022 - Insurance: A critical tool for managing risk
October 6, 2022 - Don’t forget about RESPs in your estate plan
September 28, 2022 - Support your grandchild’s education
September 21, 2022 - U.S. Indexes Plummet on Higher-Than-Expected Inflation Data
September 16, 2022 - 6 tips before withdrawing from your RESP
September 14, 2022 - Markets Gain Ground, Despite Outlook for Rising Rates
September 9, 2022 - Preparing for post-secondary education
September 7, 2022 - Markets Lose Ground Over Fears of Hawkish Fed
September 2, 2022 - Good news for older Widows and Widowers! A 10% increase in Old Age Security pension.
September 2, 2022 - RESPs and other ways to save for education
August 31, 2022 - Does a widow need an emergency fund?
August 26, 2022 - Investors Eagerly Await Fed Chair’s Comments on Future Path of Rate Hikes
August 26, 2022 - How to ‘divorce-proof’ your child’s inheritance
August 24, 2022 - Lower Inflation Numbers Fueled Increased Optimism for Equities
August 19, 2022 - As a widower, do I need life insurance?
August 18, 2022 - Tax implications of a divorce
August 17, 2022 - Now that I’m a widower, should I treat my three kids equally in my Will?
August 10, 2022 - The importance of estate planning and insurance after a divorce
August 10, 2022 - Financial planning considerations when navigating a divorce
August 3, 2022 - Can being widowed make you a better person?
August 2, 2022 - Markets Rally as Fed Raises Interest Rate By 75 Basis Points; U.S. GDP Falls in Q2
July 29, 2022 - Going through a divorce? This checklist can help you prepare
July 28, 2022 - Strong Corporate Earnings Lift Markets; Canadian Inflations Hits 8.1% in June
July 22, 2022 - Protect your finances with a Trusted Contact Person
July 21, 2022 - Bank of Canada Raises Key Rate 1%; U.S. Inflation Hits 9.1% in June
July 21, 2022 - What does a widow(er) do with the wedding rings?
July 21, 2022 - Volatile Week for TSX as Commodity Prices Seesaw; Nasdaq Gaining Momentum
July 21, 2022 - Fireworks, finances, and 2022 so far
July 13, 2022 - Keeping the cottage in the family. Happily.
June 27, 2022 - Fed Chair Says Soft Landing Might Be a Challenge; Canadian Inflation Hits 7.7%
June 24, 2022 - Nine simple ways to simplify your life
June 24, 2022 - Markets Tumble as Fed Moves Aggressively With 0.75% Rate Hike
June 17, 2022 - Should a widow(er) pay for their child’s wedding?
June 17, 2022 - Accepting life as a widower: the 30 month mark
June 13, 2022 - Markets In Wait-and-See Mode, as Investors Look to Friday’s U.S. Inflation Data
June 10, 2022 - Markets Struggle for Direction; Bank of Canada Hikes Rates by 50 Basis Points
June 3, 2022 - Stay – Don’t Stray – the Course
June 3, 2022 - “Retiring to” vs. “Retiring from”
May 26, 2022 - Wall Street Selloff Continues as Retail Giants Report Weak Earnings
May 20, 2022 - How can a widow reduce tax impact on their estate?
May 19, 2022 - Markets Struggle as U.S. Inflation Remains High
May 12, 2022 - What would your letter to the future say?
May 11, 2022 - The wisdom and worry of “living inheritances”
May 6, 2022 - Nasdaq Enters Bear Market Tuesday But Regains Ground Thursday
April 29, 2022 - When the reality of life insurance sinks in
April 27, 2022 - U.S. Treasury Yields Keep Climbing as Fed Contemplates Aggressive Hikes
April 22, 2022 - Dental. Prescriptions. Who covers that when a spouse dies?
April 20, 2022 - Will spoiling your kids ruin your retirement?
April 14, 2022 - Tech Stocks Decline as Investors Weigh Fed Plans
April 12, 2022 - Their mom died. Who’d take care of our kids if I do too?
April 11, 2022 - 2022 Federal Budget summary
April 8, 2022 - S&P/TSX closes at an all-time high. That’s good, right?
April 4, 2022 - U.S. Stocks Close Out Q1 on a Down Note as War in Ukraine Continues
April 1, 2022 - A young widow wondered: How can I ever pay their tuition?
March 25, 2022 - Ukraine War Rages On, Fed Raises Interest Rates
March 22, 2022 - Helping your kids on your own. It’s tricky.
March 18, 2022 - I lost a soulmate. My children lost their mother.
March 11, 2022 - The secrets to what it is like to date a widower
March 4, 2022 - Global Markets Volatile, Oil Prices Climb as War in Ukraine Rages On
March 4, 2022 - Canadian and US Dividend Model
February 25, 2022 - Tips for people dating widows and widowers
February 25, 2022 - Canadian and US Dividend Models
February 25, 2022 - Global Markets Rocked as Russia Invades Ukraine
February 25, 2022 - Mounting Tensions in Ukraine Weighing on Markets
February 18, 2022 - Financial advice for widows planning to remarry
February 17, 2022 - Investors Brace for Higher Rates as U.S. Inflation Hits Four-Decade High
February 11, 2022 - I lost my spouse and now I’m dating — why do I feel guilty?
February 10, 2022 - Who’ll take care of me if I have an accident
February 4, 2022 - Markets Bounce Back; Meta Shares Plunge 26% on Thursday
February 4, 2022 - Volatility Increases as Investors Digest Looming Rate Hikes, Ukraine Crisis
January 28, 2022 - Checklist: What to do after losing a loved one
January 27, 2022 - Richard Dri Canadian dividend growth model
January 24, 2022 - Markets Wobble as Investors Ponder Rising Rates; Nasdaq Enters Correction Territory
January 21, 2022 - Dri Financial Group’s top five podcasts
January 14, 2022 - Markets Struggle for Traction as U.S. Inflation Continues to Rise
January 14, 2022 - North American Markets Lose Ground as Fed Tone Turns Hawkish
January 7, 2022 - Dri Financial Group’s top five articles of 2021
January 7, 2022 - 10 financial issues for retirees in 2022
December 30, 2021 - Markets Turn Volatile as Concerns Increase Over New Covid Variant, Rising Inflation
December 22, 2021 - Markets Mixed as Investors Weigh Concerns Over Omicron Variant, Inflation
December 22, 2021 - North American Markets Post Solid Gains as Lockdown Fears Decrease
December 22, 2021 - Should retirees buy a Canadian Life Annuity
December 22, 2021 - Reverse mortgages and retirement incomes
December 15, 2021 - Why Widows (especially) should defer CPP to age 70
December 9, 2021 - 12 ‘Must Do’ tasks for end of life planning
November 29, 2021 - Rising Yields Weigh on Key Tech Names in Shortened Trading Week
November 29, 2021 - Markets Struggle for Traction as Inflation Fears Impact Sentiment
November 29, 2021 - Retirement planning for widows and widowers
November 24, 2021 - 8 Retirement Income Sources for Widows
November 21, 2021 - U.S. Stocks Hit Pause Button as Inflation Reaches Three-Decade High
November 18, 2021 - U.S. Markets Keep Climbing
November 18, 2021 - Why widows should sell the family home
November 11, 2021 - CPP for widows Planning for Retirement
November 5, 2021 - Earnings Growth Remains Strong, Despite Inflation Concerns
November 4, 2021 - The financial challenges of losing your spouse
November 2, 2021 - Investor Concerns Ease as Strong Corporate Earnings Lift Equity Markets
October 25, 2021 - Get tax incentives while you give back
October 21, 2021 - U.S. Markets Climb as Concerns Over Debt Ceiling Ease
October 8, 2021 - Lora’s home purchase goal: A 12-month update
October 8, 2021 - North American equity markets lose ground amid inflation fears, rising bond yields
October 1, 2021 - Canadians are in the mood for spending
October 1, 2021 - Markets Uneasy Over Possible Collapse of Chinese Property Developer
September 28, 2021 - Don’t forget about RESPs in your estate plan
September 22, 2021 - Markets Struggle for Traction After Last Week’s Losses
September 22, 2021 - RESPs and other ways to save for learning
September 20, 2021 - Investor Sentiment Wanes as Delta Variant Impacts Global Economy
September 16, 2021 - Importance of estate planning after a divorce
September 1, 2021 - Evolving the digital landscape for entrepreneurs—with Mark Petch
August 31, 2021 - Markets Recover Lost Ground, Post New Highs
August 30, 2021 - Designating digital assets upon your death
August 30, 2021 - N.A. Indexes Wobble Over Slowing Global Growth, Fed Tapering
August 25, 2021 - Taking the cryptic out of cryptocurrency — with Jean Desgagne
August 25, 2021 - Insurance plans for the sophisticated investor
August 20, 2021 - U.S. Inflation Growth Slows; Dow, S&P, TSX Notch New Records
August 20, 2021 - Laying the groundwork for a construction empire—with Lamont Wiltshire
August 17, 2021 - Markets Struggle for Traction as Delta Variant Cases Surge in U.S.
August 12, 2021 - How a lack of likes drove an entrepreneur to create Christiancafe.com with Sam Moorcroft
August 12, 2021 - How to maximize your RRSP contributions
August 12, 2021 - Estate planning for inheritors with disabilities
August 6, 2021 - Markets digest latest batch of earnings
August 6, 2021 - Standing out from the crowd with Elias Anderson
August 4, 2021 - Building a business from a napkin brief and a personal belief—with Kevin Mako
August 3, 2021 - How inflation threatens investment success
July 26, 2021 - Equities mixed heading into earnings season
July 23, 2021 - Clear the Air on Success as a Lifelong Entrepreneur with Stephen Worrall
July 20, 2021 - Retirement and Realty
July 16, 2021 - Equities weaker following the holiday long weekend
July 13, 2021 - Should you agree to be someone’s executor?
July 13, 2021 - Making Your Passion Your Business with Marc Wilson
July 13, 2021 - Why you don’t want to die without a Will
July 8, 2021 - The Formidable Combination of CPA and Tax Law Expertise with Josh Kumar
July 6, 2021 - A Financial Advisor answers the top questions about estate planning
June 29, 2021 - Starting a Law Firm to Serve Corporations and Individuals Alike with Sara Erskine
June 29, 2021 - We started our retirement savings plan late, can we still catch up?
June 24, 2021 - Bringing a Cosmopolitan Mindset to Trade Law with Robert Glasgow
June 23, 2021 - Why I bought a Miami condo—and how I rationalized the purchase
June 18, 2021 - Corporate Dispute and Financial Planning Resolutions with Garth Dingwall
June 15, 2021 - North American Markets Range-bound as Investors Weigh Inflation Concerns, Labour Data
June 14, 2021 - TSX Hits 20,000 Mark; U.S. Markets Struggle for Traction
June 14, 2021 - N.A. Markets Stabilize as Inflation Concerns Ease
June 14, 2021 - Keeping the cottage in the family
June 9, 2021 - Tax Law and Preserving Wealth with Mahyar Makki
June 8, 2021 - How to successfully share the family cottage
June 3, 2021 - The Legal and Personal Aspects of Estate Administration with Susannah Roth
June 1, 2021 - Please Teach Your Children About Money…
May 27, 2021 - FOMC meeting minutes show Fed will revisit its policies soon
May 25, 2021 - From Rock Star to Founding Partner with Ryan Martin
May 25, 2021 - A Letter from Financial Advisor Richard Dri
May 20, 2021 - Enjoying a Long Career and Still Growing with Corporate Immigration Law Expert Joel Guberman
May 18, 2021 - N.A. Markets Decline as Inflation Fears Mount
May 18, 2021 - 5 Reasons to Invest in the Canadian Stock Market Right Now
May 11, 2021 - Market Optimism Growing as U.S. Recovery Gains Steam
May 11, 2021 - Finding Success Through Building a Collective Legacy with Mohamad Fakih
May 11, 2021 - Financing your cottage or vacation home
May 6, 2021 - The Business of Esports and Gaming with Evan Kubes
May 4, 2021 - Q1 earnings season is starting off on the right foot
April 27, 2021 - IMF revises up its projections for global growth
April 27, 2021 - What’s Your Tax Rate?
April 27, 2021 - Disrupting the Real Estate Industry with Robert Price
April 27, 2021 - Are You Eligible for the Disability Tax Credit in Your 2020 Taxes?
April 20, 2021 - From Lawyer to Drug Discovery Entrepreneur with Christina Barbato
April 20, 2021 - Fed tries to calm down inflation fears
April 15, 2021 - 2020 Tax Tips for Canadians – Part 2
April 14, 2021 - Guiding Growth in Business and Life with Jayson Schwarz
April 13, 2021 - Raising a Successful Family Law Practice with Sarah Boulby
April 6, 2021 - How to Live Off Your Dividends
March 31, 2021 - Construction Law and Real Estate Investing with Josh Strub
March 29, 2021 - How-to Write-Off Your Home Office Expenses?
March 24, 2021 - U.S. Fed maintains it outlook
March 23, 2021 - Making the Legal Profession Faster, Better, and Cheaper with Aaron Baer
March 23, 2021 - Building Franchising Success with John Evans
March 16, 2021 - A Volatile Week for Technology Stocks as Signs of Recovery Build
March 12, 2021 - Taking advantage of TFSAs
March 10, 2021 - Building Community Through Canadian Clothing with Local Laundry’s Connor Curran
March 10, 2021 - Tech Stocks Volatile as Concerns Persist Over Rising Yields, Inflation
March 9, 2021 - What is the Dri Dividend Investment Strategy?
March 4, 2021 - Simplifying Canada’s Tax Code with The Grumpy Accountant, Neal Winokur
March 2, 2021 - Technlogy Stocks Under Pressure as Bond Yields Climb
February 26, 2021 - Connecting Local Producers to Consumers with truLOCAL’s Marc Lafleur
February 23, 2021 - Technology Shares Weigh on Markets in Shortened Trading Week
February 23, 2021 - A Wealth Advisor’s Take on GameStop, AMC and Blackberry
February 19, 2021 - A Toronto Wealth Advisor Answers your RRSP questions
February 18, 2021 - U.S. Markets Hit Pause Button After Strong Monday; TSX Winning Streak Ends
February 17, 2021 - Serial Entrepreneurism and Financial Feminism with Shelley Kuipers
February 16, 2021 - Managing business risks with insurance
February 11, 2021 - Investing and Entrepreneurship with Dooma Wendschuh
February 9, 2021 - N.A. Markets Bounce Back With a Vengeance; TSX Hits Record High
February 5, 2021 - How Much Money Do I Really Need?
February 4, 2021 - Jeff Adamson Co-Founder of SkipTheDishes on Disrupting the Financial Sector
February 2, 2021 - Markets Stumble Over Disappointing Vaccine Rollout, Slowing U.S. Recovery
January 29, 2021 - Getting Rich Carefully vs Getting Rich Quickly
January 28, 2021 - Markets Climb Over Hopes for Biden Administration, New Stimulus
January 22, 2021 - How does your risk tolerance impact your investment success?
January 22, 2021 - Markets Fairly Steady, Despite Trump Impeachment, Worries Over Inauguration Violence
January 15, 2021 - Markets React as Dems Take Senate Races, Trump Mob Storms Capitol
January 13, 2021 - #TeamDFG’s top 5 blogs of 2020
January 7, 2021 - Best wishes from the Dri Financial Group
December 29, 2020 - Considering how to build wealth quickly? Here’s what you need to know.
December 23, 2020 - U.S. Markets Hit Record Highs on Stimulus Hopes
December 21, 2020 - S&P, Nasdaq hit Tuesday highs, but U.S. economic picture remains uncertain
December 14, 2020 - Stressed about your business? Here’s how to simplify it
December 9, 2020 - Dow turns in historic November performance; U.S. jobless claims fall
December 8, 2020 - 9 secrets to help keep personal finances simple when life is complicated
December 2, 2020 - Should you pay off your debt or invest your money? It’s not as simple as you think!
November 25, 2020 - Vaccine news lift markets, but coronavirus fears still weigh heavy
November 23, 2020 - Stocks or real estate: where should I invest as a business owner?
November 19, 2020 - Markets register strong gains, despite election uncertainty
November 13, 2020 - Please send help – my spouse is spending too much money!
November 12, 2020 - Take money off the table
November 6, 2020 - Markets drop sharply over surging coronavirus cases, looming election
November 6, 2020 - Double taxation and the CRA
October 28, 2020 - What are Individual Pension Plans?
October 22, 2020 - Should I be worried about the upcoming U.S. election as a Canadian investor?
October 21, 2020 - Markets slide as hopes for stimulus continue to fade
October 20, 2020 - Take advantage of CRA policies to minimize your tax burden as a business owner
October 14, 2020 - Trump News Takes Hold of Financial Markets
October 13, 2020 - U.S. Markets Decline in September But Register Strong Quarterly Gains; TSX Down for Q3
October 6, 2020 - How to maximize tax benefits for your business
October 5, 2020 - Markets Turn Volatile as Fears Over U.S. Recovery Mount
October 2, 2020 - Five financial mistakes that business owners should avoid
October 1, 2020 - 4 Lessons Learned Since Becoming Widowed
September 22, 2020 - Mixed Week for Stocks as Fed Underscores Uncertainty in U.S. Economy
September 21, 2020 - 6 Reasons Why Business Owners Should Reconsider Joining the FIRE Movement
September 16, 2020 - N.A. Markets Unsteady After Tech Sell-Off
September 11, 2020 - How is paying for university tuition different for a business owner?
September 11, 2020 - U.S. Markets Start Week Strong But Lose Ground Thursday in Tech Sell-Off
September 5, 2020 - S&P 500, Nasdaq Keep Climbing; Fed Revamps Inflation Policy
August 28, 2020 - Is my financial plan crisis proof?
August 27, 2020 - S&P 500, Nasdaq Hit New Closing Highs; U.S. Jobless Claims Increase
August 21, 2020 - My financial plan during COVID-19
August 19, 2020 - U.S. Markets Hoping for Coronavirus Relief Package; Gold Tumbles Tuesday
August 14, 2020 - Common money mistakes to avoid while raising a family
August 14, 2020 - U.S. Markets Rise on Hopes for Coronavirus Relief Package; Gold Hits New Highs
August 10, 2020 - Five financial lessons of the pandemic
August 6, 2020 - Investment advice that works
August 4, 2020 - Live Well, Stay Rich, Never Retire – Financial Independence for Business Owners – Part Three
August 4, 2020 - Live Well, Stay Rich, Never Retire – Financial Independence for Business Owners – Part Two
August 4, 2020 - How do I help business owners achieve financial independence
August 4, 2020 - U.S. markets struggled following U.S. GDP report
August 4, 2020 - Live Well, Stay Rich, Never Retire – Financial Independence for Business Owners – Part One
July 31, 2020 - Choosing a Financial Advisor in Canada
July 31, 2020 - Avoiding COVID Burnout with Dr. Irene Cop
July 30, 2020 - Market Optimism Derailed Thursday as U.S. Jobless Claims Rise
July 24, 2020 - Lessons of the last six months—and a look ahead
July 24, 2020 - Team update
July 23, 2020 - N.A. Markets Remain Resilient, Despite Surging Coronavirus Numbers
July 20, 2020 - Why money is everything
July 14, 2020 - When can I retire part 4: The final answer to the question
July 8, 2020 - Dental Business Management with Mark Gaylard
July 6, 2020 - Optimism High as N.A. Markets Finish Best Quarter in Years
July 3, 2020 - Markets Stumble Mid-Week as Rising Infection Rates Dampen Recovery Hopes
June 29, 2020 - Running a Law Firm in the age of COVID-19 with Russell Alexander
June 26, 2020 - When can I retire part 3: The Live Well retirement calculator
June 25, 2020 - When can I retire part 2: Calculating your financial independence figure
June 22, 2020 - Markets Struggle for Momentum as Coronavirus Cases Rise
June 19, 2020 - When can I retire and how much do I need?
June 15, 2020 - U.S. Officially in Recession; Nasdaq Hits New Highs Before Rough Thursday
June 12, 2020 - Investment Policy Statements – Why are they important?
June 12, 2020 - What you need to know about financial assistance for a disabled child
June 10, 2020 - N.A. Markets Continue to Rally, Despite Social Unrest
June 5, 2020 - Dental Coaching with Angie Drinic
June 5, 2020 - Summer jobs, student spending, and the Canadian Emergency Student Benefit (CESB)
June 3, 2020 - N.A. Markets Continue Climbing; U.S.-China Tensions Re-emerge
June 1, 2020 - Summer Work for Students
May 28, 2020 - Why you need to keep rebalancing in mind at all times – and how to do it
May 27, 2020 - Markets Holding Out Hope for Strong Recovery
May 26, 2020 - 3 blessings COVID-19 has offered me
May 20, 2020 - Seven Tips to Handle a Bear Market
May 19, 2020 - Economic, Health Realities Weigh on N.A. Markets
May 19, 2020 - 4 ways to take advantage of bear market opportunities – and 4 missteps to avoid
May 11, 2020 - N.A. Markets Clinging to Positive Sentiment, Despite Downbeat Data
May 8, 2020 - Financial Planning and the COVID-19 Pandemic: A Conversation with David Victor
May 8, 2020 - What to do and not do during a market turndown
May 7, 2020 - N.A. Markets Regain Ground, Despite Weak Economic Data
May 4, 2020 - My Disaster Plan
May 4, 2020 - What if I Die? My Updated Disaster Plan and Financial Plan
April 24, 2020 - Volatile Oil Prices Take Investors on Wild Ride
April 24, 2020 - Canada’s Emergency Assistance for Businesses
April 24, 2020 - Business owners, get ready to rehire
April 23, 2020 - N.A. Markets Struggle for Traction
April 17, 2020 - What to do if you lose your job
April 9, 2020 - N.A. Markets Gain Ground on Optimism That Pandemic Could Be Slowing
April 9, 2020 - What I’m thinking
April 9, 2020 - What to do if you lose your job
April 7, 2020 - Bear necessities: strategies that can help you weather market volatility
April 7, 2020 - 6 Things to Know and Do In These Turbulent Times
April 2, 2020 - Falling into Entrepreneurship: Creating a Business by Recognizing a Problem and Solving It with Josephine Kwan
April 1, 2020 - Massive Stimulus Packages Help Stabilize Markets; Dow Enters New Bull Market
March 30, 2020 - Market Sell-Off, Extreme Volatility Continue as Economies Grind to a Halt
March 27, 2020 - Behavioural finance: psychological biases may impact portfolio returns
March 27, 2020 - 10 important issues that all investors need to remember in tough times – March 19th – Conference Call Replay
March 24, 2020 - 10 important issues to keep in mind that impact your portfolio
March 23, 2020 - 2020 Economic Response Plan summary
March 19, 2020 - COVID-19 recommendations from the Canadian Government
March 17, 2020 - Market update: U.S. Fed cuts interest rates to near zero
March 16, 2020 - Coronavirus update #2
March 13, 2020 - Starting your own leadership and executive coaching business with Jenn Lofgren
March 12, 2020 - Be careful – and thorough – when assessing travel insurance
March 11, 2020 - Despite Rate Cuts, Pandemic Fears Continue to Rattle Markets
March 9, 2020 - Getting your site on the front page of Google with Doug Lacombe
March 5, 2020 - Wondering about buying life insurance? Here are some things to consider.
March 2, 2020 - How investors should navigate the Coronavirus situation
February 28, 2020 - Keeping Cash Flow Consistent with Sara Forbes
February 27, 2020 - Market update: coronavirus roils risk sentiment
February 25, 2020 - Coronavirus Concerns Keeping Markets on Edge
February 21, 2020 - How to Live Well, Stay Rich and Never Retire.
February 20, 2020 - Outsourcing Human Resources with Wendy Giuffre
February 20, 2020 - Coronavirus Outbreak Continues to Sway Markets
February 14, 2020 - To help or not to help your child buy a home. That is the question.
February 14, 2020 - Bringing Healthcare Into the Workplace with Mike Gaspar
February 13, 2020 - N.A. Markets Climb as Coronavirus Fears Begin to Wane, Earnings Improve
February 7, 2020 - My gratitude for your support during this difficult time in my life
February 6, 2020 - Forging personal connections through social media with Tara Clark
February 6, 2020 - 10 things your 2030 self will be glad you kept in mind this year – and this decade
February 4, 2020 - Big Picture: Coronavirus Fears Weigh on Markets
February 4, 2020 - Smartly selling your business with Eric Gilboord
January 30, 2020 - Taking a “Softer” approach to hiring with Antonio Aleman
January 24, 2020 - 10 Steps for Improving your Credit Score
January 21, 2020 - Dow Crosses 29,000 Mark as U.S., China Sign Phase-One Trade Deal
January 17, 2020 - Finding your physical and professional balance with Louis Stack
January 15, 2020 - 10 blogs that are worth a second read – and a reminder about our survey and the free movie tickets!
January 14, 2020 - Markets Climb as Mideast Tensions Subside
January 13, 2020 - How good marketing tells a story with Robert Sanchez
January 9, 2020 - A New Year’s resolution that will enhance our clients’ experience
January 7, 2020 - Every business owner wants to achieve financial independence and live richly. This is my story.
January 6, 2020 - The Year that Was: 2019 in Review
January 3, 2020 - Rethinking the Veterinary Business with Bash Halow
January 2, 2020 - U.S. markets continue to climb, unfazed by Trump impeachment
December 20, 2019 - Balancing the books with Drew Tetz
December 19, 2019 - Stay tuned
December 17, 2019 - Markets get key signals on trade, Brexit; Fed holds steady
December 13, 2019 - Podcasting from coast to coast with Robert Szmigiel
December 13, 2019 - Live Well, Stay Rich, Never Retire – Part Three
December 12, 2019 - Markets continue to look for signals on trade truce
December 9, 2019 - A Smarter Approach to Networking with Edwin Frondozo
December 5, 2019 - Live Well, Stay Rich, Never Retire – Part Two
December 5, 2019 - Dow Falters as Phase-One Trade Deal Looking Less Likely
November 29, 2019 - U.S. Markets hit new highs over trade optimism, strong data
November 29, 2019 - Frequently asked finance questions with Richard Dri
November 27, 2019 - Live Well, Stay Rich, Never Retire – Part One
November 22, 2019 - TSX, Dow Post Record Highs; U.S. Recession Fears Wane as Yield Curve Normalizes
November 22, 2019 - Saving strategies with Ashley & Lora
November 21, 2019 - The why, what and how of creating your Investment Policy Statement (IPS)
November 14, 2019 - Mastering personal finance with Ashley and Lora
November 14, 2019 - Fighting food addiction with Sandra Elia
November 6, 2019 - Finding your ideal client with Dr. Joe Vomvas
October 31, 2019 - EU and U.K. reach preliminary Brexit deal; Hopes fade for U.S.-China trade truce
October 28, 2019 - Stocks struggle for traction as investors assess corporate earnings
October 28, 2019 - Making family law collaborative with Russell Alexander
October 24, 2019 - Keeping your visit to the vet pleasant with Dr. Chris O’Toole
October 22, 2019 - Healthy body healthy world with Dr. Suzee Camilleri
October 17, 2019 - Five things to do – and not do – in a bear market in order to stay rich
October 15, 2019 - U.S.-China trade news continues to sway markets
October 15, 2019 - Weak economic data weighs on equity markets
October 15, 2019 - The how, what, why and when of writing a Will—with Nathan Bender
October 4, 2019 - Top 5 reasons to never retire
October 3, 2019 - Impeachment inquiry weighs on U.S. markets; TSX down as oil prices fall
September 30, 2019 - Digital marketing and website design with Chris Crocker
September 26, 2019 - Five ways to invest your money like an expert to build your wealth
September 26, 2019 - ECB to restart quantitative easing; N.A. markets relatively calm
September 25, 2019 - Living inheritances: 7 big picture topics to consider
September 20, 2019 - How to overcome financial challenges when aging alone
September 19, 2019 - Investing in your employees with Dr. Ramin Saram
September 12, 2019 - Emergency and financial care with Dr. Paul Perlon
September 6, 2019 - Three options to consider when purchasing your first home
September 6, 2019 - Bank of Canada holds steady; Markets rally over hopes of trade truce
September 6, 2019 - U.S. markets make steady gains; TSX up for fourth straight session
August 30, 2019 - Does the “Inverted Yield Curve” really mean we are heading for a recession?
August 26, 2019 - Up-and-down week for North American markets
August 26, 2019 - Extra cash? How to choose between paying down your mortgage or investing
August 23, 2019 - What to do when a bank refuses your business loan
August 20, 2019 - Falling Yuan shakes global markets as trade war intensifies
August 20, 2019 - Volatility returns as recession fears mount; Dow drops 800 Wednesday
August 16, 2019 - Want to profit from your investments? Buy shares in companies you know
August 9, 2019 - Four ways to avoid “burnout” as a business owner
August 7, 2019 - The difference between earned income versus income statements
August 6, 2019 - What happened in the first six months of 2019?
July 30, 2019 - 7 tips for a successful partnership with your wealth advisor
July 30, 2019 - Building a breakfast business with Tony Cappellano
July 29, 2019 - Does saying “I do” mean “yes” to a joint bank account?
July 23, 2019 - 8 questions to ask your potential Wealth Advisor
July 23, 2019 - 5 major expenses that can lead Millennials to financial ruin
July 19, 2019 - What’s the “best” credit card for business owners?
July 9, 2019 - Enjoying retirement starts with realistic financial goals
July 4, 2019 - The importance of having a contingency plan as a senior
July 2, 2019 - Understanding dividend stocks with Richard Dri
June 28, 2019 - What’s the biggest headache for business owners?
June 25, 2019 - Giving to get: tax breaks and the joy of charitable giving
June 24, 2019 - Fed holds steady, but rate cuts expected later this year
June 24, 2019 - Developing land and opportunities with Nicholas Fidei
June 19, 2019 - How to choose a home within your budget
June 18, 2019 - Mexico tariffs suspended, Fed to focus on low inflation
June 14, 2019 - How to handle being let go from your job later in life
June 14, 2019 - Are monthly subscriptions and memberships a drain on your finances?
June 13, 2019 - Has the Canadian stock market changed directions?
June 12, 2019 - Hopes of Fed rate cuts spurs market rally
June 7, 2019 - Finding your niche and internet marketing with Josh Schachnow
June 7, 2019 - How to ensure your divorce settlement will meet your future financial needs
June 6, 2019 - When you get a financial windfall, use it to get ahead
June 4, 2019 - You are what you (spend on) what you eat
June 3, 2019 - How to protect your finances if your computer is hacked
May 30, 2019 - Community and small business with Eran Gurvich
May 29, 2019 - Markets surrender ground as trade war ramps up
May 27, 2019 - N.A. markets recovering after rough monday, as trade tensions spike
May 24, 2019 - Families, business and family businesses with Steve Legler
May 23, 2019 - A child’s first home: should the Bank of Mom and Dad help?
May 21, 2019 - The importance of a second opinion when choosing an investment strategy
May 16, 2019 - Three ways to take years off your mortgage and save on interest
May 14, 2019 - Markets unsteady as trade standoff, tariffs take centre stage
May 14, 2019 - Insurance defense and cyber security with Frank Benedetto
May 13, 2019 - Fed holds steady, downplays low inflation; Canadian economy shrinks
May 9, 2019 - Minimizing emotions is key to maximizing your returns
May 8, 2019 - Mom fell again, now what?
May 7, 2019 - How relying on the media and emotional reactions can lead to horrible investment performance
May 7, 2019 - How to build an evidence-based investment strategy
May 1, 2019 - How to ensure children with disabilities are financially secure later in life
April 30, 2019 - Markets hit record highs on Tuesday; Bank of Canada lowers forecast
April 30, 2019 - The 2019 Ontario budget summary
April 25, 2019 - Spend and enjoy your money while staying within your annual spending guidelines
April 24, 2019 - How to plan for the possibility of long-term care during retirement
April 23, 2019 - Planning for retirement as a couple with no children
April 23, 2019 - Healthy entrepreneurship with Dr. Greg Wells
April 22, 2019 - 3 Big Mistakes Overconfident Investors Make
April 18, 2019 - Markets in wait-and-see mode ahead of quarterly earnings results
April 15, 2019 - Why financial planners love Dividend Growth Investing
April 12, 2019 - Being a lifelong entrepreneur and surviving recessions with Kyle Kotack
April 11, 2019 - The importance of having an updated Will as a business owner
April 10, 2019 - Why you should make investment decisions based on evidence and facts
April 9, 2019 - Stocks get early boost over strong Chinese data, trade optimism
April 8, 2019 - How to map out a smooth exit from your business before you retire
April 8, 2019 - U.S. residency rules that result in tax consequences for Canadian snowbirds
April 5, 2019 - How to determine how much money is enough for you to live comfortably
April 4, 2019 - How to determine how much to spend on a family vacation as an entrepreneur
April 1, 2019 - Culturally sensitive care for seniors with Pal Di Iulio
March 29, 2019 - Stocks struggle for traction as investors weigh growth concerns
March 29, 2019 - Why good stories rarely make good stock tips
March 27, 2019 - Five ways to organize and declutter your finances
March 27, 2019 - Three ways to minimize the tax consequences of capital gains
March 26, 2019 - Fed holds steady, no end in sight to trade war
March 25, 2019 - Barrier-free real estate with Jeffrey Kerr
March 25, 2019 - How to cut through the complexity of investing and build your portfolio
March 22, 2019 - 2019 Federal Budget
March 21, 2019 - How to avoid making investment decisions based on emotions
March 19, 2019 - Computerized Portfolio Management Services and investment discipline with Ian Tam
March 18, 2019 - Three options for health insurance for owners of a single-person business
March 13, 2019 - What to do when your child wants to join the family business
March 11, 2019 - Staycations and stock options with Paul and Cathy
March 8, 2019 - My mission, your dream and the book that brings them together
March 8, 2019 - Eight financial tips for recent graduates
March 6, 2019 - Four ways to avoid having your small business tax threshold reduced
March 6, 2019 - 5 reasons why RRSPs may not be the right pension option for entrepreneurs
March 5, 2019 - Investing in yourself with Bill and Kate
March 4, 2019 - Three rules to help you put a dent in your debt
February 28, 2019 - Six ways to understand volatility and help lessen its impact on your portfolio.
February 27, 2019 - How to build a virtual money machine using dividends
February 25, 2019 - How to protect your business from divorce when your child gets married
February 22, 2019 - Careful spending and pension planning with Anne-Maria
February 22, 2019 - Navigating trendy investments and stock options with John
February 15, 2019 - How to determine if you can you live without a pay cheque in retirement
February 15, 2019 - The retirement planning trap that successful entrepreneurs often fall into
February 13, 2019 - Three reasons why you should maximize your TFSA and RRSP savings plans
February 11, 2019 - The number one tip to achieve financial freedom
February 11, 2019 - Investing in real estate early and often with Bob
February 8, 2019 - Dow surges as Fed signals patience; China slowdown hits global economy
February 7, 2019 - Four steps to get started toward financial freedom
February 7, 2019 - An introduction of our new services just for you
February 5, 2019 - Raising kids and retiring responsibly with Anne and Ron
February 1, 2019 - Why incorporating dividends and compounding in your financial plan is important
January 31, 2019 - Three things you can do right now to improve your financial future
January 29, 2019 - Living below your means and finding joy in your later years with Miriam
January 28, 2019 - How to overcome the curse of the “Information Age” as an investor
January 25, 2019 - Three questions to ask when evaluating your personal and professional progress
January 18, 2019 - Our 2018 year in review report
January 15, 2019 - Coming soon – Our 2018 year in review
January 4, 2019 - Five financial lessons that will help you achieve your goals for 2019
January 2, 2019 - Three common mistakes first time homeowners make
January 2, 2019 - How to use data to make informed and improved decisions
December 17, 2018 - Events designed for entrepreneurs
December 14, 2018 - What my schoolteacher aunt taught me about your portfolio’s success
December 12, 2018 - How writing letters to my children has helped teach them lessons about finance and life
December 3, 2018 - Three geo-political issues that are causing a downturn in the market
November 26, 2018 - What do Prince and Aretha Franklin have in common?
November 22, 2018 - Why it makes more sense to buy stocks instead of lottery tickets
November 9, 2018 - The importance of reviewing your disability policy
November 2, 2018 - Two reasons to explain current market volatility
October 29, 2018 - The importance of allocating time regularly to work on your financial plan
October 19, 2018 - Is a drop in unemployment a good or a bad thing for investors?
October 15, 2018 - Two major economic wins for Canada this week
October 9, 2018 - Two major challenges the Canadian stock market is currently experiencing
October 5, 2018 - The DRIP (Dividend Re-investment Plan)
October 5, 2018 - The Dri Financial Team is adding improvements
September 19, 2018 - Podcast
September 14, 2018 - Four lessons I learned during my summer vacation
September 10, 2018 - Understanding how action yields results in finance
September 6, 2018 - How to re-invest in negative markets
August 27, 2018 - The power of compounding when investing
August 20, 2018 - Breaking down the personal habits that make up “Financial Fitness”
August 14, 2018 - Two major financial lessons I learned from my parents as a teen
August 7, 2018 - Who pays the taxes on an estate when a parent passes away?
July 31, 2018 - How to determine whether you should support your adult children financially
July 26, 2018 - Why measuring success backwards is the right approach to goal-setting
July 16, 2018 - Why is the Smart Fixed Income Model so smart?
July 11, 2018 - Number of Canadians receiving EI benefits hits record low
July 4, 2018 - Why stock investors fail at selecting profitable stock portfolios
June 27, 2018 - A great investment story doesn’t always mean a great investment
June 18, 2018 - “My investments don’t seem to be performing, why? And what should I do”?
June 11, 2018 - Changes to our weekly newsletter
June 8, 2018 - What to do when it seems as though your investments aren’t performing
June 8, 2018 - Changes are coming to our newsletter
June 1, 2018 - Three considerations when appointing a non-resident executor
April 19, 2018 - Estate Planning Seminar
November 2, 2017 - How to decide whether you should hire a professional executor
October 24, 2017 - How to ensure your estate is transferred to your loved ones the way you intended
October 24, 2017 - Four reasons to update your estate plan
October 24, 2017 - Weekly roundup: Richard Dri’s Canadian Dividend Growth Model
January 20, 2017 - Canadian stocks continue to rise
September 29, 2016 - Putting your cash to work
September 22, 2016
- 2024 Federal Budget summary
April 17, 2024 - Protecting your greatest asset with disability insurance
March 18, 2024 - Business succession planning with insurance
March 18, 2024 - Six ways life insurance can grow your wealth
March 18, 2024 - Generational wealth planning: Engaging and preparing the next generation
February 23, 2024 - Preparing for a purpose-driven retirement
February 23, 2024 - Anticipating health-related expenses in retirement
February 23, 2024 - Maximizing your quality of life through optimal health
February 23, 2024 - Maximizing your RRSP contributions
February 2, 2024 - Approach retirement with confidence
December 12, 2023 - Tax-loss selling planning considerations — turning a negative into a positive
December 4, 2023 - Five timeless tips to manage market ups and downs
November 28, 2023 - U.S. tax planning considerations for Canadian “snowbirds”
November 24, 2023 - First Home Savings Account
November 10, 2023 - 2023 Year-end tax planning tips
November 2, 2023 - Unlocking Wealth: The value of sound advice
October 25, 2023 - Protecting seniors from financial abuse
October 20, 2023 - How to protect yourself from financial fraud
October 11, 2023 - Four ways to grow your wealth tax-free in Canada
August 21, 2023 - Wealth planning checklist for seniors
April 3, 2023 - The role of financial literacy in preparing rising generations to be stewards of family wealth
March 20, 2023 - An introduction to dividends
March 10, 2023 - First Home Savings Account
March 6, 2023 - Caught in the middle – Financial strategies for the sandwich generation
January 23, 2023 - Building a Total Wealth Plan for life
January 23, 2023 - 10 tips for financial wellness
December 28, 2022 - Retirement tax planning tips: Sources of retirement income
December 21, 2022 - 2022 Year-end tax planning tips
December 14, 2022 - The role of Power of Attorney
November 30, 2022 - Considering home care for a sick or elderly family member
November 23, 2022 - Planning how to care for aging parents
November 16, 2022 - Protecting seniors from financial abuse
November 9, 2022 - How to protect yourself from financial fraud
November 6, 2022 - The asset transfer strategy
October 25, 2022 - Recreational property succession planning with insurance
October 18, 2022 - Insurance: A critical tool for managing risk
October 6, 2022 - Don’t forget about RESPs in your estate plan
September 28, 2022 - Support your grandchild’s education
September 21, 2022 - 6 tips before withdrawing from your RESP
September 14, 2022 - Preparing for post-secondary education
September 7, 2022 - Good news for older Widows and Widowers! A 10% increase in Old Age Security pension.
September 2, 2022 - RESPs and other ways to save for education
August 31, 2022 - Does a widow need an emergency fund?
August 26, 2022 - How to ‘divorce-proof’ your child’s inheritance
August 24, 2022 - As a widower, do I need life insurance?
August 18, 2022 - Tax implications of a divorce
August 17, 2022 - Now that I’m a widower, should I treat my three kids equally in my Will?
August 10, 2022 - The importance of estate planning and insurance after a divorce
August 10, 2022 - Financial planning considerations when navigating a divorce
August 3, 2022 - Can being widowed make you a better person?
August 2, 2022 - Going through a divorce? This checklist can help you prepare
July 28, 2022 - Protect your finances with a Trusted Contact Person
July 21, 2022 - What does a widow(er) do with the wedding rings?
July 21, 2022 - Fireworks, finances, and 2022 so far
July 13, 2022 - Keeping the cottage in the family. Happily.
June 27, 2022 - Nine simple ways to simplify your life
June 24, 2022 - Should a widow(er) pay for their child’s wedding?
June 17, 2022 - Accepting life as a widower: the 30 month mark
June 13, 2022 - Stay – Don’t Stray – the Course
June 3, 2022 - “Retiring to” vs. “Retiring from”
May 26, 2022 - How can a widow reduce tax impact on their estate?
May 19, 2022 - What would your letter to the future say?
May 11, 2022 - The wisdom and worry of “living inheritances”
May 6, 2022 - When the reality of life insurance sinks in
April 27, 2022 - Dental. Prescriptions. Who covers that when a spouse dies?
April 20, 2022 - Will spoiling your kids ruin your retirement?
April 14, 2022 - Their mom died. Who’d take care of our kids if I do too?
April 11, 2022 - S&P/TSX closes at an all-time high. That’s good, right?
April 4, 2022 - A young widow wondered: How can I ever pay their tuition?
March 25, 2022 - Helping your kids on your own. It’s tricky.
March 18, 2022 - I lost a soulmate. My children lost their mother.
March 11, 2022 - The secrets to what it is like to date a widower
March 4, 2022 - Tips for people dating widows and widowers
February 25, 2022 - Financial advice for widows planning to remarry
February 17, 2022 - I lost my spouse and now I’m dating — why do I feel guilty?
February 10, 2022 - Who’ll take care of me if I have an accident
February 4, 2022 - Checklist: What to do after losing a loved one
January 27, 2022 - Richard Dri Canadian dividend growth model
January 24, 2022 - Dri Financial Group’s top five podcasts
January 14, 2022 - Dri Financial Group’s top five articles of 2021
January 7, 2022 - 10 financial issues for retirees in 2022
December 30, 2021 - Should retirees buy a Canadian Life Annuity
December 22, 2021 - Reverse mortgages and retirement incomes
December 15, 2021 - Why Widows (especially) should defer CPP to age 70
December 9, 2021 - 12 ‘Must Do’ tasks for end of life planning
November 29, 2021 - Retirement planning for widows and widowers
November 24, 2021 - 8 Retirement Income Sources for Widows
November 21, 2021 - Why widows should sell the family home
November 11, 2021 - CPP for widows Planning for Retirement
November 5, 2021 - The financial challenges of losing your spouse
November 2, 2021 - Get tax incentives while you give back
October 21, 2021 - Lora’s home purchase goal: A 12-month update
October 8, 2021 - Canadians are in the mood for spending
October 1, 2021 - Don’t forget about RESPs in your estate plan
September 22, 2021 - RESPs and other ways to save for learning
September 20, 2021 - Importance of estate planning after a divorce
September 1, 2021 - Designating digital assets upon your death
August 30, 2021 - Insurance plans for the sophisticated investor
August 20, 2021 - How to maximize your RRSP contributions
August 12, 2021 - Estate planning for inheritors with disabilities
August 6, 2021 - How inflation threatens investment success
July 26, 2021 - Retirement and Realty
July 16, 2021 - Should you agree to be someone’s executor?
July 13, 2021 - Why you don’t want to die without a Will
July 8, 2021 - A Financial Advisor answers the top questions about estate planning
June 29, 2021 - We started our retirement savings plan late, can we still catch up?
June 24, 2021 - Why I bought a Miami condo—and how I rationalized the purchase
June 18, 2021 - Keeping the cottage in the family
June 9, 2021 - How to successfully share the family cottage
June 3, 2021 - Please Teach Your Children About Money…
May 27, 2021 - A Letter from Financial Advisor Richard Dri
May 20, 2021 - 5 Reasons to Invest in the Canadian Stock Market Right Now
May 11, 2021 - Financing your cottage or vacation home
May 6, 2021 - What’s Your Tax Rate?
April 27, 2021 - Are You Eligible for the Disability Tax Credit in Your 2020 Taxes?
April 20, 2021 - 2020 Tax Tips for Canadians – Part 2
April 14, 2021 - How to Live Off Your Dividends
March 31, 2021 - How-to Write-Off Your Home Office Expenses?
March 24, 2021 - Taking advantage of TFSAs
March 10, 2021 - What is the Dri Dividend Investment Strategy?
March 4, 2021 - A Wealth Advisor’s Take on GameStop, AMC and Blackberry
February 19, 2021 - A Toronto Wealth Advisor Answers your RRSP questions
February 18, 2021 - Managing business risks with insurance
February 11, 2021 - How Much Money Do I Really Need?
February 4, 2021 - Getting Rich Carefully vs Getting Rich Quickly
January 28, 2021 - How does your risk tolerance impact your investment success?
January 22, 2021 - #TeamDFG’s top 5 blogs of 2020
January 7, 2021 - Best wishes from the Dri Financial Group
December 29, 2020 - Considering how to build wealth quickly? Here’s what you need to know.
December 23, 2020 - Stressed about your business? Here’s how to simplify it
December 9, 2020 - 9 secrets to help keep personal finances simple when life is complicated
December 2, 2020 - Should you pay off your debt or invest your money? It’s not as simple as you think!
November 25, 2020 - Stocks or real estate: where should I invest as a business owner?
November 19, 2020 - Please send help – my spouse is spending too much money!
November 12, 2020 - Take money off the table
November 6, 2020 - Double taxation and the CRA
October 28, 2020 - What are Individual Pension Plans?
October 22, 2020 - Should I be worried about the upcoming U.S. election as a Canadian investor?
October 21, 2020 - Take advantage of CRA policies to minimize your tax burden as a business owner
October 14, 2020 - How to maximize tax benefits for your business
October 5, 2020 - Five financial mistakes that business owners should avoid
October 1, 2020 - 4 Lessons Learned Since Becoming Widowed
September 22, 2020 - 6 Reasons Why Business Owners Should Reconsider Joining the FIRE Movement
September 16, 2020 - How is paying for university tuition different for a business owner?
September 11, 2020 - Is my financial plan crisis proof?
August 27, 2020 - My financial plan during COVID-19
August 19, 2020 - Common money mistakes to avoid while raising a family
August 14, 2020 - Five financial lessons of the pandemic
August 6, 2020 - Investment advice that works
August 4, 2020 - Live Well, Stay Rich, Never Retire – Financial Independence for Business Owners – Part Three
August 4, 2020 - Live Well, Stay Rich, Never Retire – Financial Independence for Business Owners – Part Two
August 4, 2020 - How do I help business owners achieve financial independence
August 4, 2020 - Live Well, Stay Rich, Never Retire – Financial Independence for Business Owners – Part One
July 31, 2020 - Choosing a Financial Advisor in Canada
July 31, 2020 - Lessons of the last six months—and a look ahead
July 24, 2020 - Team update
July 23, 2020 - Why money is everything
July 14, 2020 - When can I retire part 4: The final answer to the question
July 8, 2020 - When can I retire part 3: The Live Well retirement calculator
June 25, 2020 - When can I retire part 2: Calculating your financial independence figure
June 22, 2020 - When can I retire and how much do I need?
June 15, 2020 - What you need to know about financial assistance for a disabled child
June 10, 2020 - Summer jobs, student spending, and the Canadian Emergency Student Benefit (CESB)
June 3, 2020 - Why you need to keep rebalancing in mind at all times – and how to do it
May 27, 2020 - 3 blessings COVID-19 has offered me
May 20, 2020 - 4 ways to take advantage of bear market opportunities – and 4 missteps to avoid
May 11, 2020 - What to do and not do during a market turndown
May 7, 2020 - What if I Die? My Updated Disaster Plan and Financial Plan
April 24, 2020 - Business owners, get ready to rehire
April 23, 2020 - What I’m thinking
April 9, 2020 - What to do if you lose your job
April 7, 2020 - 6 Things to Know and Do In These Turbulent Times
April 2, 2020 - 10 important issues to keep in mind that impact your portfolio
March 23, 2020 - COVID-19 recommendations from the Canadian Government
March 17, 2020 - Coronavirus update #2
March 13, 2020 - Be careful – and thorough – when assessing travel insurance
March 11, 2020 - Wondering about buying life insurance? Here are some things to consider.
March 2, 2020 - How investors should navigate the Coronavirus situation
February 28, 2020 - How to Live Well, Stay Rich and Never Retire.
February 20, 2020 - To help or not to help your child buy a home. That is the question.
February 14, 2020 - My gratitude for your support during this difficult time in my life
February 6, 2020 - 10 things your 2030 self will be glad you kept in mind this year – and this decade
February 4, 2020 - 10 Steps for Improving your Credit Score
January 21, 2020 - 10 blogs that are worth a second read – and a reminder about our survey and the free movie tickets!
January 14, 2020 - A New Year’s resolution that will enhance our clients’ experience
January 7, 2020 - Every business owner wants to achieve financial independence and live richly. This is my story.
January 6, 2020 - The Year that Was: 2019 in Review
January 3, 2020 - Live Well, Stay Rich, Never Retire – Part Three
December 12, 2019 - Live Well, Stay Rich, Never Retire – Part Two
December 5, 2019 - Live Well, Stay Rich, Never Retire – Part One
November 22, 2019 - The why, what and how of creating your Investment Policy Statement (IPS)
November 14, 2019 - Five things to do – and not do – in a bear market in order to stay rich
October 15, 2019 - Top 5 reasons to never retire
October 3, 2019 - Five ways to invest your money like an expert to build your wealth
September 26, 2019 - Living inheritances: 7 big picture topics to consider
September 20, 2019 - How to overcome financial challenges when aging alone
September 19, 2019 - Three options to consider when purchasing your first home
September 6, 2019 - Does the “Inverted Yield Curve” really mean we are heading for a recession?
August 26, 2019 - Extra cash? How to choose between paying down your mortgage or investing
August 23, 2019 - What to do when a bank refuses your business loan
August 20, 2019 - Want to profit from your investments? Buy shares in companies you know
August 9, 2019 - Four ways to avoid “burnout” as a business owner
August 7, 2019 - The difference between earned income versus income statements
August 6, 2019 - What happened in the first six months of 2019?
July 30, 2019 - 7 tips for a successful partnership with your wealth advisor
July 30, 2019 - Does saying “I do” mean “yes” to a joint bank account?
July 23, 2019 - 8 questions to ask your potential Wealth Advisor
July 23, 2019 - 5 major expenses that can lead Millennials to financial ruin
July 19, 2019 - What’s the “best” credit card for business owners?
July 9, 2019 - Enjoying retirement starts with realistic financial goals
July 4, 2019 - The importance of having a contingency plan as a senior
July 2, 2019 - What’s the biggest headache for business owners?
June 25, 2019 - Giving to get: tax breaks and the joy of charitable giving
June 24, 2019 - How to choose a home within your budget
June 18, 2019 - How to handle being let go from your job later in life
June 14, 2019 - Are monthly subscriptions and memberships a drain on your finances?
June 13, 2019 - Has the Canadian stock market changed directions?
June 12, 2019 - How to ensure your divorce settlement will meet your future financial needs
June 6, 2019 - When you get a financial windfall, use it to get ahead
June 4, 2019 - You are what you (spend on) what you eat
June 3, 2019 - How to protect your finances if your computer is hacked
May 30, 2019 - A child’s first home: should the Bank of Mom and Dad help?
May 21, 2019 - The importance of a second opinion when choosing an investment strategy
May 16, 2019 - Three ways to take years off your mortgage and save on interest
May 14, 2019 - Minimizing emotions is key to maximizing your returns
May 8, 2019 - How relying on the media and emotional reactions can lead to horrible investment performance
May 7, 2019 - How to build an evidence-based investment strategy
May 1, 2019 - How to ensure children with disabilities are financially secure later in life
April 30, 2019 - The 2019 Ontario budget summary
April 25, 2019 - Spend and enjoy your money while staying within your annual spending guidelines
April 24, 2019 - How to plan for the possibility of long-term care during retirement
April 23, 2019 - Planning for retirement as a couple with no children
April 23, 2019 - 3 Big Mistakes Overconfident Investors Make
April 18, 2019 - Why financial planners love Dividend Growth Investing
April 12, 2019 - The importance of having an updated Will as a business owner
April 10, 2019 - Why you should make investment decisions based on evidence and facts
April 9, 2019 - How to map out a smooth exit from your business before you retire
April 8, 2019 - U.S. residency rules that result in tax consequences for Canadian snowbirds
April 5, 2019 - How to determine how much money is enough for you to live comfortably
April 4, 2019 - How to determine how much to spend on a family vacation as an entrepreneur
April 1, 2019 - Why good stories rarely make good stock tips
March 27, 2019 - Five ways to organize and declutter your finances
March 27, 2019 - Three ways to minimize the tax consequences of capital gains
March 26, 2019 - How to cut through the complexity of investing and build your portfolio
March 22, 2019 - 2019 Federal Budget
March 21, 2019 - How to avoid making investment decisions based on emotions
March 19, 2019 - Three options for health insurance for owners of a single-person business
March 13, 2019 - What to do when your child wants to join the family business
March 11, 2019 - My mission, your dream and the book that brings them together
March 8, 2019 - Eight financial tips for recent graduates
March 6, 2019 - Four ways to avoid having your small business tax threshold reduced
March 6, 2019 - 5 reasons why RRSPs may not be the right pension option for entrepreneurs
March 5, 2019 - Three rules to help you put a dent in your debt
February 28, 2019 - How to build a virtual money machine using dividends
February 25, 2019 - How to protect your business from divorce when your child gets married
February 22, 2019 - How to determine if you can you live without a pay cheque in retirement
February 15, 2019 - The retirement planning trap that successful entrepreneurs often fall into
February 13, 2019 - Three reasons why you should maximize your TFSA and RRSP savings plans
February 11, 2019 - The number one tip to achieve financial freedom
February 11, 2019 - Four steps to get started toward financial freedom
February 7, 2019 - An introduction of our new services just for you
February 5, 2019 - Why incorporating dividends and compounding in your financial plan is important
January 31, 2019 - Three things you can do right now to improve your financial future
January 29, 2019 - How to overcome the curse of the “Information Age” as an investor
January 25, 2019 - Three questions to ask when evaluating your personal and professional progress
January 18, 2019 - Our 2018 year in review report
January 15, 2019 - Coming soon – Our 2018 year in review
January 4, 2019 - Five financial lessons that will help you achieve your goals for 2019
January 2, 2019 - Three common mistakes first time homeowners make
January 2, 2019 - How to use data to make informed and improved decisions
December 17, 2018 - What my schoolteacher aunt taught me about your portfolio’s success
December 12, 2018 - How writing letters to my children has helped teach them lessons about finance and life
December 3, 2018 - Three geo-political issues that are causing a downturn in the market
November 26, 2018 - What do Prince and Aretha Franklin have in common?
November 22, 2018 - Why it makes more sense to buy stocks instead of lottery tickets
November 9, 2018 - The importance of reviewing your disability policy
November 2, 2018 - Two reasons to explain current market volatility
October 29, 2018 - The importance of allocating time regularly to work on your financial plan
October 19, 2018 - Is a drop in unemployment a good or a bad thing for investors?
October 15, 2018 - Two major economic wins for Canada this week
October 9, 2018 - Two major challenges the Canadian stock market is currently experiencing
October 5, 2018 - The DRIP (Dividend Re-investment Plan)
October 5, 2018 - The Dri Financial Team is adding improvements
September 19, 2018 - Four lessons I learned during my summer vacation
September 10, 2018 - Understanding how action yields results in finance
September 6, 2018 - How to re-invest in negative markets
August 27, 2018 - The power of compounding when investing
August 20, 2018 - Breaking down the personal habits that make up “Financial Fitness”
August 14, 2018 - Two major financial lessons I learned from my parents as a teen
August 7, 2018 - Who pays the taxes on an estate when a parent passes away?
July 31, 2018 - How to determine whether you should support your adult children financially
July 26, 2018 - Why measuring success backwards is the right approach to goal-setting
July 16, 2018 - Why is the Smart Fixed Income Model so smart?
July 11, 2018 - Number of Canadians receiving EI benefits hits record low
July 4, 2018 - Why stock investors fail at selecting profitable stock portfolios
June 27, 2018 - A great investment story doesn’t always mean a great investment
June 18, 2018 - “My investments don’t seem to be performing, why? And what should I do”?
June 11, 2018 - Changes to our weekly newsletter
June 8, 2018 - What to do when it seems as though your investments aren’t performing
June 8, 2018 - Changes are coming to our newsletter
June 1, 2018 - Three considerations when appointing a non-resident executor
April 19, 2018 - How to decide whether you should hire a professional executor
October 24, 2017 - How to ensure your estate is transferred to your loved ones the way you intended
October 24, 2017 - Four reasons to update your estate plan
October 24, 2017 - Canadian stocks continue to rise
September 29, 2016 - Putting your cash to work
September 22, 2016
- Evolving the digital landscape for entrepreneurs—with Mark Petch
August 31, 2021 - Taking the cryptic out of cryptocurrency — with Jean Desgagne
August 25, 2021 - Laying the groundwork for a construction empire—with Lamont Wiltshire
August 17, 2021 - How a lack of likes drove an entrepreneur to create Christiancafe.com with Sam Moorcroft
August 12, 2021 - Standing out from the crowd with Elias Anderson
August 4, 2021 - Building a business from a napkin brief and a personal belief—with Kevin Mako
August 3, 2021 - Clear the Air on Success as a Lifelong Entrepreneur with Stephen Worrall
July 20, 2021 - Making Your Passion Your Business with Marc Wilson
July 13, 2021 - The Formidable Combination of CPA and Tax Law Expertise with Josh Kumar
July 6, 2021 - Starting a Law Firm to Serve Corporations and Individuals Alike with Sara Erskine
June 29, 2021 - Bringing a Cosmopolitan Mindset to Trade Law with Robert Glasgow
June 23, 2021 - Corporate Dispute and Financial Planning Resolutions with Garth Dingwall
June 15, 2021 - Tax Law and Preserving Wealth with Mahyar Makki
June 8, 2021 - The Legal and Personal Aspects of Estate Administration with Susannah Roth
June 1, 2021 - From Rock Star to Founding Partner with Ryan Martin
May 25, 2021 - Enjoying a Long Career and Still Growing with Corporate Immigration Law Expert Joel Guberman
May 18, 2021 - Finding Success Through Building a Collective Legacy with Mohamad Fakih
May 11, 2021 - The Business of Esports and Gaming with Evan Kubes
May 4, 2021 - Disrupting the Real Estate Industry with Robert Price
April 27, 2021 - From Lawyer to Drug Discovery Entrepreneur with Christina Barbato
April 20, 2021 - Guiding Growth in Business and Life with Jayson Schwarz
April 13, 2021 - Raising a Successful Family Law Practice with Sarah Boulby
April 6, 2021 - Construction Law and Real Estate Investing with Josh Strub
March 29, 2021 - Making the Legal Profession Faster, Better, and Cheaper with Aaron Baer
March 23, 2021 - Building Franchising Success with John Evans
March 16, 2021 - Building Community Through Canadian Clothing with Local Laundry’s Connor Curran
March 10, 2021 - Simplifying Canada’s Tax Code with The Grumpy Accountant, Neal Winokur
March 2, 2021 - Connecting Local Producers to Consumers with truLOCAL’s Marc Lafleur
February 23, 2021 - Serial Entrepreneurism and Financial Feminism with Shelley Kuipers
February 16, 2021 - Investing and Entrepreneurship with Dooma Wendschuh
February 9, 2021 - Jeff Adamson Co-Founder of SkipTheDishes on Disrupting the Financial Sector
February 2, 2021 - Avoiding COVID Burnout with Dr. Irene Cop
July 30, 2020 - Dental Business Management with Mark Gaylard
July 6, 2020 - Running a Law Firm in the age of COVID-19 with Russell Alexander
June 26, 2020 - Investment Policy Statements – Why are they important?
June 12, 2020 - Dental Coaching with Angie Drinic
June 5, 2020 - Summer Work for Students
May 28, 2020 - Seven Tips to Handle a Bear Market
May 19, 2020 - Financial Planning and the COVID-19 Pandemic: A Conversation with David Victor
May 8, 2020 - My Disaster Plan
May 4, 2020 - Canada’s Emergency Assistance for Businesses
April 24, 2020 - What to do if you lose your job
April 9, 2020 - Falling into Entrepreneurship: Creating a Business by Recognizing a Problem and Solving It with Josephine Kwan
April 1, 2020 - 10 important issues that all investors need to remember in tough times – March 19th – Conference Call Replay
March 24, 2020 - Starting your own leadership and executive coaching business with Jenn Lofgren
March 12, 2020 - Getting your site on the front page of Google with Doug Lacombe
March 5, 2020 - Keeping Cash Flow Consistent with Sara Forbes
February 27, 2020 - Outsourcing Human Resources with Wendy Giuffre
February 20, 2020 - Bringing Healthcare Into the Workplace with Mike Gaspar
February 13, 2020 - Forging personal connections through social media with Tara Clark
February 6, 2020 - Smartly selling your business with Eric Gilboord
January 30, 2020 - Taking a “Softer” approach to hiring with Antonio Aleman
January 24, 2020 - Finding your physical and professional balance with Louis Stack
January 15, 2020 - How good marketing tells a story with Robert Sanchez
January 9, 2020 - Rethinking the Veterinary Business with Bash Halow
January 2, 2020 - Balancing the books with Drew Tetz
December 19, 2019 - Podcasting from coast to coast with Robert Szmigiel
December 13, 2019 - A Smarter Approach to Networking with Edwin Frondozo
December 5, 2019 - Frequently asked finance questions with Richard Dri
November 27, 2019 - Saving strategies with Ashley & Lora
November 21, 2019 - Mastering personal finance with Ashley and Lora
November 14, 2019 - Fighting food addiction with Sandra Elia
November 6, 2019 - Finding your ideal client with Dr. Joe Vomvas
October 31, 2019 - Making family law collaborative with Russell Alexander
October 24, 2019 - Keeping your visit to the vet pleasant with Dr. Chris O’Toole
October 22, 2019 - Healthy body healthy world with Dr. Suzee Camilleri
October 17, 2019 - The how, what, why and when of writing a Will—with Nathan Bender
October 4, 2019 - Digital marketing and website design with Chris Crocker
September 26, 2019 - Investing in your employees with Dr. Ramin Saram
September 12, 2019 - Emergency and financial care with Dr. Paul Perlon
September 6, 2019 - Building a breakfast business with Tony Cappellano
July 29, 2019 - Understanding dividend stocks with Richard Dri
June 28, 2019 - Developing land and opportunities with Nicholas Fidei
June 19, 2019 - Finding your niche and internet marketing with Josh Schachnow
June 7, 2019 - Community and small business with Eran Gurvich
May 29, 2019 - Families, business and family businesses with Steve Legler
May 23, 2019 - Insurance defense and cyber security with Frank Benedetto
May 13, 2019 - Healthy entrepreneurship with Dr. Greg Wells
April 22, 2019 - Being a lifelong entrepreneur and surviving recessions with Kyle Kotack
April 11, 2019 - Culturally sensitive care for seniors with Pal Di Iulio
March 29, 2019 - Barrier-free real estate with Jeffrey Kerr
March 25, 2019 - Computerized Portfolio Management Services and investment discipline with Ian Tam
March 18, 2019 - Staycations and stock options with Paul and Cathy
March 8, 2019 - Investing in yourself with Bill and Kate
March 4, 2019 - Careful spending and pension planning with Anne-Maria
February 22, 2019 - Navigating trendy investments and stock options with John
February 15, 2019 - Investing in real estate early and often with Bob
February 8, 2019 - Raising kids and retiring responsibly with Anne and Ron
February 1, 2019 - Living below your means and finding joy in your later years with Miriam
January 28, 2019 - Podcast
September 14, 2018
- Corporate earnings influence investors’ decisions
May 17, 2023 - Corporate earnings influence investors’ decisions
May 17, 2023 - Financial results dictate investor sentiment
May 17, 2023 - Corporate earnings influence investors’ decisions
May 17, 2023 - Investors analyze inflation data
May 17, 2023 - Investors ponder over economic data
April 17, 2023 - Investors analyze inflation data
April 17, 2023 - Fed’s rate hike decision keeps investors on the ropes
April 17, 2023 - Investors await key economic data
April 17, 2023 - The banking sector dictates investor sentiment
March 20, 2023 - Investors continue to speculate Federal Reserve’s rate hike decisions
March 3, 2023 - Investors remain cautious of Fed’s rate hikes
February 24, 2023 - More Fed Hikes a Possibility as U.S. Inflation Falls Less Than Expected
February 17, 2023 - Corporate Earnings Take Centre Stage; BoC Hits Pause After Quarter-Point Hike
February 14, 2023 - Markets Begin to Wobble Over Fears of Recession
February 14, 2023 - Hopes for Less Aggressive Fed Grow As U.S. Inflation Slows in December
February 14, 2023 - Investors Remain Focused on Fed’s Every Word
February 10, 2023 - Markets Struggle for Direction in First Week of 2023
January 13, 2023 - Markets Wobble as Fed Raises Rates Another 75 Basis Points
January 9, 2023 - Dow Enters Bear Market, U.K. Tax Cuts Rattle Bond Markets
January 9, 2023 - Markets Struggle for Traction After Strong Start to Q4
January 9, 2023 - Markets Volatile as U.S. Core Inflation Increases in September
January 9, 2023 - Strong Earnings Give Markets a Boost, But Recession Fears Continue to Weigh
January 9, 2023 - Earnings Take Centre Stage as Investors Try to Gauge Economy’s Health
January 9, 2023 - Weak Retail Sales, Hawkish Fed Continue to Weigh on Indexes
January 9, 2023 - Fed Minutes Reveal Growing Sentiment to Slow Rate Increases
January 9, 2023 - U.S. Indexes Plummet on Higher-Than-Expected Inflation Data
September 16, 2022 - Markets Gain Ground, Despite Outlook for Rising Rates
September 9, 2022 - Markets Lose Ground Over Fears of Hawkish Fed
September 2, 2022 - Investors Eagerly Await Fed Chair’s Comments on Future Path of Rate Hikes
August 26, 2022 - Lower Inflation Numbers Fueled Increased Optimism for Equities
August 19, 2022 - Markets Rally as Fed Raises Interest Rate By 75 Basis Points; U.S. GDP Falls in Q2
July 29, 2022 - Strong Corporate Earnings Lift Markets; Canadian Inflations Hits 8.1% in June
July 22, 2022 - Bank of Canada Raises Key Rate 1%; U.S. Inflation Hits 9.1% in June
July 21, 2022 - Volatile Week for TSX as Commodity Prices Seesaw; Nasdaq Gaining Momentum
July 21, 2022 - Fed Chair Says Soft Landing Might Be a Challenge; Canadian Inflation Hits 7.7%
June 24, 2022 - Markets Tumble as Fed Moves Aggressively With 0.75% Rate Hike
June 17, 2022 - Markets In Wait-and-See Mode, as Investors Look to Friday’s U.S. Inflation Data
June 10, 2022 - Markets Struggle for Direction; Bank of Canada Hikes Rates by 50 Basis Points
June 3, 2022 - Wall Street Selloff Continues as Retail Giants Report Weak Earnings
May 20, 2022 - Markets Struggle as U.S. Inflation Remains High
May 12, 2022 - Nasdaq Enters Bear Market Tuesday But Regains Ground Thursday
April 29, 2022 - U.S. Treasury Yields Keep Climbing as Fed Contemplates Aggressive Hikes
April 22, 2022 - Tech Stocks Decline as Investors Weigh Fed Plans
April 12, 2022 - 2022 Federal Budget summary
April 8, 2022 - U.S. Stocks Close Out Q1 on a Down Note as War in Ukraine Continues
April 1, 2022 - Ukraine War Rages On, Fed Raises Interest Rates
March 22, 2022 - Global Markets Volatile, Oil Prices Climb as War in Ukraine Rages On
March 4, 2022 - Global Markets Rocked as Russia Invades Ukraine
February 25, 2022 - Mounting Tensions in Ukraine Weighing on Markets
February 18, 2022 - Investors Brace for Higher Rates as U.S. Inflation Hits Four-Decade High
February 11, 2022 - Markets Bounce Back; Meta Shares Plunge 26% on Thursday
February 4, 2022 - Volatility Increases as Investors Digest Looming Rate Hikes, Ukraine Crisis
January 28, 2022 - Markets Wobble as Investors Ponder Rising Rates; Nasdaq Enters Correction Territory
January 21, 2022 - Markets Struggle for Traction as U.S. Inflation Continues to Rise
January 14, 2022 - North American Markets Lose Ground as Fed Tone Turns Hawkish
January 7, 2022 - Markets Turn Volatile as Concerns Increase Over New Covid Variant, Rising Inflation
December 22, 2021 - Markets Mixed as Investors Weigh Concerns Over Omicron Variant, Inflation
December 22, 2021 - North American Markets Post Solid Gains as Lockdown Fears Decrease
December 22, 2021 - Rising Yields Weigh on Key Tech Names in Shortened Trading Week
November 29, 2021 - Markets Struggle for Traction as Inflation Fears Impact Sentiment
November 29, 2021 - U.S. Stocks Hit Pause Button as Inflation Reaches Three-Decade High
November 18, 2021 - U.S. Markets Keep Climbing
November 18, 2021 - Earnings Growth Remains Strong, Despite Inflation Concerns
November 4, 2021 - Investor Concerns Ease as Strong Corporate Earnings Lift Equity Markets
October 25, 2021 - U.S. Markets Climb as Concerns Over Debt Ceiling Ease
October 8, 2021 - North American equity markets lose ground amid inflation fears, rising bond yields
October 1, 2021 - Markets Uneasy Over Possible Collapse of Chinese Property Developer
September 28, 2021 - Markets Struggle for Traction After Last Week’s Losses
September 22, 2021 - Investor Sentiment Wanes as Delta Variant Impacts Global Economy
September 16, 2021 - Markets Recover Lost Ground, Post New Highs
August 30, 2021 - N.A. Indexes Wobble Over Slowing Global Growth, Fed Tapering
August 25, 2021 - U.S. Inflation Growth Slows; Dow, S&P, TSX Notch New Records
August 20, 2021 - Markets Struggle for Traction as Delta Variant Cases Surge in U.S.
August 12, 2021 - Markets digest latest batch of earnings
August 6, 2021 - Equities mixed heading into earnings season
July 23, 2021 - Equities weaker following the holiday long weekend
July 13, 2021 - North American Markets Range-bound as Investors Weigh Inflation Concerns, Labour Data
June 14, 2021 - TSX Hits 20,000 Mark; U.S. Markets Struggle for Traction
June 14, 2021 - N.A. Markets Stabilize as Inflation Concerns Ease
June 14, 2021 - FOMC meeting minutes show Fed will revisit its policies soon
May 25, 2021 - N.A. Markets Decline as Inflation Fears Mount
May 18, 2021 - Market Optimism Growing as U.S. Recovery Gains Steam
May 11, 2021 - Q1 earnings season is starting off on the right foot
April 27, 2021 - IMF revises up its projections for global growth
April 27, 2021 - Fed tries to calm down inflation fears
April 15, 2021 - U.S. Fed maintains it outlook
March 23, 2021 - A Volatile Week for Technology Stocks as Signs of Recovery Build
March 12, 2021 - Tech Stocks Volatile as Concerns Persist Over Rising Yields, Inflation
March 9, 2021 - Technlogy Stocks Under Pressure as Bond Yields Climb
February 26, 2021 - Technology Shares Weigh on Markets in Shortened Trading Week
February 23, 2021 - U.S. Markets Hit Pause Button After Strong Monday; TSX Winning Streak Ends
February 17, 2021 - N.A. Markets Bounce Back With a Vengeance; TSX Hits Record High
February 5, 2021 - Markets Stumble Over Disappointing Vaccine Rollout, Slowing U.S. Recovery
January 29, 2021 - Markets Climb Over Hopes for Biden Administration, New Stimulus
January 22, 2021 - Markets Fairly Steady, Despite Trump Impeachment, Worries Over Inauguration Violence
January 15, 2021 - Markets React as Dems Take Senate Races, Trump Mob Storms Capitol
January 13, 2021 - U.S. Markets Hit Record Highs on Stimulus Hopes
December 21, 2020 - S&P, Nasdaq hit Tuesday highs, but U.S. economic picture remains uncertain
December 14, 2020 - Dow turns in historic November performance; U.S. jobless claims fall
December 8, 2020 - Vaccine news lift markets, but coronavirus fears still weigh heavy
November 23, 2020 - Markets register strong gains, despite election uncertainty
November 13, 2020 - Markets drop sharply over surging coronavirus cases, looming election
November 6, 2020 - Markets slide as hopes for stimulus continue to fade
October 20, 2020 - Trump News Takes Hold of Financial Markets
October 13, 2020 - U.S. Markets Decline in September But Register Strong Quarterly Gains; TSX Down for Q3
October 6, 2020 - Markets Turn Volatile as Fears Over U.S. Recovery Mount
October 2, 2020 - Mixed Week for Stocks as Fed Underscores Uncertainty in U.S. Economy
September 21, 2020 - N.A. Markets Unsteady After Tech Sell-Off
September 11, 2020 - U.S. Markets Start Week Strong But Lose Ground Thursday in Tech Sell-Off
September 5, 2020 - S&P 500, Nasdaq Keep Climbing; Fed Revamps Inflation Policy
August 28, 2020 - S&P 500, Nasdaq Hit New Closing Highs; U.S. Jobless Claims Increase
August 21, 2020 - U.S. Markets Hoping for Coronavirus Relief Package; Gold Tumbles Tuesday
August 14, 2020 - U.S. Markets Rise on Hopes for Coronavirus Relief Package; Gold Hits New Highs
August 10, 2020 - U.S. markets struggled following U.S. GDP report
August 4, 2020 - Market Optimism Derailed Thursday as U.S. Jobless Claims Rise
July 24, 2020 - N.A. Markets Remain Resilient, Despite Surging Coronavirus Numbers
July 20, 2020 - Optimism High as N.A. Markets Finish Best Quarter in Years
July 3, 2020 - Markets Stumble Mid-Week as Rising Infection Rates Dampen Recovery Hopes
June 29, 2020 - Markets Struggle for Momentum as Coronavirus Cases Rise
June 19, 2020 - U.S. Officially in Recession; Nasdaq Hits New Highs Before Rough Thursday
June 12, 2020 - N.A. Markets Continue to Rally, Despite Social Unrest
June 5, 2020 - N.A. Markets Continue Climbing; U.S.-China Tensions Re-emerge
June 1, 2020 - Markets Holding Out Hope for Strong Recovery
May 26, 2020 - Economic, Health Realities Weigh on N.A. Markets
May 19, 2020 - N.A. Markets Clinging to Positive Sentiment, Despite Downbeat Data
May 8, 2020 - N.A. Markets Regain Ground, Despite Weak Economic Data
May 4, 2020 - Volatile Oil Prices Take Investors on Wild Ride
April 24, 2020 - N.A. Markets Struggle for Traction
April 17, 2020 - N.A. Markets Gain Ground on Optimism That Pandemic Could Be Slowing
April 9, 2020 - Bear necessities: strategies that can help you weather market volatility
April 7, 2020 - Massive Stimulus Packages Help Stabilize Markets; Dow Enters New Bull Market
March 30, 2020 - Market Sell-Off, Extreme Volatility Continue as Economies Grind to a Halt
March 27, 2020 - Behavioural finance: psychological biases may impact portfolio returns
March 27, 2020 - 2020 Economic Response Plan summary
March 19, 2020 - Market update: U.S. Fed cuts interest rates to near zero
March 16, 2020 - Despite Rate Cuts, Pandemic Fears Continue to Rattle Markets
March 9, 2020 - Market update: coronavirus roils risk sentiment
February 25, 2020 - Coronavirus Concerns Keeping Markets on Edge
February 21, 2020 - Coronavirus Outbreak Continues to Sway Markets
February 14, 2020 - N.A. Markets Climb as Coronavirus Fears Begin to Wane, Earnings Improve
February 7, 2020 - Big Picture: Coronavirus Fears Weigh on Markets
February 4, 2020 - Dow Crosses 29,000 Mark as U.S., China Sign Phase-One Trade Deal
January 17, 2020 - Markets Climb as Mideast Tensions Subside
January 13, 2020 - U.S. markets continue to climb, unfazed by Trump impeachment
December 20, 2019 - Markets get key signals on trade, Brexit; Fed holds steady
December 13, 2019 - Markets continue to look for signals on trade truce
December 9, 2019 - Dow Falters as Phase-One Trade Deal Looking Less Likely
November 29, 2019 - U.S. Markets hit new highs over trade optimism, strong data
November 29, 2019 - TSX, Dow Post Record Highs; U.S. Recession Fears Wane as Yield Curve Normalizes
November 22, 2019 - EU and U.K. reach preliminary Brexit deal; Hopes fade for U.S.-China trade truce
October 28, 2019 - Stocks struggle for traction as investors assess corporate earnings
October 28, 2019 - U.S.-China trade news continues to sway markets
October 15, 2019 - Weak economic data weighs on equity markets
October 15, 2019 - Impeachment inquiry weighs on U.S. markets; TSX down as oil prices fall
September 30, 2019 - ECB to restart quantitative easing; N.A. markets relatively calm
September 25, 2019 - Bank of Canada holds steady; Markets rally over hopes of trade truce
September 6, 2019 - U.S. markets make steady gains; TSX up for fourth straight session
August 30, 2019 - Up-and-down week for North American markets
August 26, 2019 - Falling Yuan shakes global markets as trade war intensifies
August 20, 2019 - Volatility returns as recession fears mount; Dow drops 800 Wednesday
August 16, 2019 - Fed holds steady, but rate cuts expected later this year
June 24, 2019 - Mexico tariffs suspended, Fed to focus on low inflation
June 14, 2019 - Hopes of Fed rate cuts spurs market rally
June 7, 2019 - Markets surrender ground as trade war ramps up
May 27, 2019 - N.A. markets recovering after rough monday, as trade tensions spike
May 24, 2019 - Markets unsteady as trade standoff, tariffs take centre stage
May 14, 2019 - Fed holds steady, downplays low inflation; Canadian economy shrinks
May 9, 2019 - Markets hit record highs on Tuesday; Bank of Canada lowers forecast
April 30, 2019 - Markets in wait-and-see mode ahead of quarterly earnings results
April 15, 2019 - Stocks get early boost over strong Chinese data, trade optimism
April 8, 2019 - Stocks struggle for traction as investors weigh growth concerns
March 29, 2019 - Fed holds steady, no end in sight to trade war
March 25, 2019 - Dow surges as Fed signals patience; China slowdown hits global economy
February 7, 2019 - Weekly roundup: Richard Dri’s Canadian Dividend Growth Model
January 20, 2017
- Canadian and US Dividend Model
February 25, 2022 - Canadian and US Dividend Models
February 25, 2022
- Stay tuned
December 17, 2019 - Estate Planning Seminar
November 2, 2017
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