by Arif Kanji, CFP, CLU | Oct 18, 2023 | Financial Planning, Taxes
Taxes can be confusing and stressful. But it’s important to have a smart tax strategy to minimize your tax liability and maximize your returns, whether you’re an individual or a business owner. Some ways that you can optimize your tax strategy include:...
by Benjamin Lewandowski, CFP, CIM | Oct 18, 2023 | Financial Advisors, Financial Planning
Whether you’ve been investing for years or are now deciding to grow your wealth, working with a financial advisor can help you focus your plan and reach your goals. Each financial situation is unique, but 10 questions you could ask your financial advisor include: How...
by Luke Demjen, CFA | Oct 10, 2023 | Market Updates
Last Month in the Markets: September 1st – 29th, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in September? It was a difficult month for investors, as major...
by Luke Demjen, CFA | Sep 11, 2023 | Market Updates, Uncategorized
Last Month in the Markets – August 1st – 31st, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in August? In tandem with global financial markets, North...
by Benjamin Lewandowski, CFP, CIM | Aug 15, 2023 | Financial Planning
Saving for retirement can be an important part of a person’s life, and group savings plans are often great for both individual financial planning and businesses because they can provide benefits for employees and their employers. The advantages of group savings plans...
by Luke Demjen, CFA | Aug 4, 2023 | Uncategorized
Last Month in the Markets – July 3rd – 31st, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in July? North American equity indexes added another 2 to 4 percent to their...
by Jordan Salvador | Jul 17, 2023 | Group Benefits
Group benefits can be a great way for an employer to show their appreciation for their staff and give them the opportunity to maintain their health and wellness with more support. But they can be complicated and come with several challenging concepts to understand,...
by Luke Demjen, CFA | Jul 10, 2023 | Market Updates
Last Month in the Markets – June 1st – 30th 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened? June was an eventful month for investors, with equities...
by Matt Donnelly, CIM | Jun 15, 2023 | Financial Planning, Retirement Planning
There isn’t a one-size-fits-all answer to financial planning for your retirement. But an insured retirement plan can make a great addition to your overall financial plan in many cases. This, combined with contributing as much as you can to tax-free savings plans...
by Luke Demjen, CFA | Jun 6, 2023 | Market Updates
Last Month in the Markets – May 1st – 31st, 2023 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in May? Last month saw divergence among major North American equity indexes....
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