BTR Newsletter - September 2021
STAYING CONNECTED & INFORMED
Welcome to the latest edition of our Newsletter! Feeling connected is vital to our well being, especially during these difficult times. We hope this communication helps to achieve that. If you have any questions or comments, please reach out- we would love to hear from you!
Bryan Rindal B. COMM, CFP
FINANCIAL PLANNER - MANULIFE SECURITIES INCORPORATED
LIFE INSURANCE AGENT - BTR FINANCIAL PLANNING INC.
A message from Bryan Rindal and BTR Financial Planning Team
It’s that time of year again, with the on-set of Fall just around the corner. The next set of quarterly statements (August 31, 2021) have just been mailed out, so please keep an eye out for yours in the mailbox.
If you haven’t yet, be sure to sign up to Manulife Online Access – this online portal will provide you with access (whenever you want) to all your Manulife Securities account statements, trade confirmations and tax statements.
Be sure to check in on our website periodically to see what’s new – in particular, current “Articles and Insights” that have been specifically chosen of various topics of interest.
With all the changes that have gone on over the last couple of years, please help keep us up to date with your information. Feel free to call the office &/or book an appointment if it’s been a while and time to “check in”. Some of the thing’s clients are “checking in” on are:
- Review and Consolidate Portfolios
- Update existing Retirement Plan
- Start taking a closer look at Estate and Estate Planning
- Preparing clients and client accounts for “new and improved” regulations set to launch January 1, 2022.
Even though these are challenging times that feel never-ending, please remember our office remains open weekdays 9am – 4pm. We are here for you!
The team at BTR Financial Planning; Brian, Preston, Saron and Candice.
BTR Financial Planning Market News
The global economy led by the U.S. continues its gradual recovery—supported by economic reopening and COVID-19 vaccine distribution. Stronger consumption is expected through 2021 fueled by consumers with excess savings and pent-up demand for goods and services. The recovery ends as the services sector catches up to the manufacturing sector’s recovery. In this environment, average market returns are expected during the next couple of years with some upside risk.
Your Manulife Securities account statements and trade confirmations are now available on Manulife online access.
Learn more about the important updates and new features.
FROM OUR INSIGHTS & ARTICLES
As financial professionals, part of our job is to keep our clients aware and informed. Here are insights and articles that we found particularly helpful.
Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
Considering Life Insurance? Look For These 5 Things When Comparing Policies
So, you're looking at options for life insurance. Before you make a purchase, make sure you know how to find a policy that meets your specific needs - here are 5 differences you should look for from policy to policy.
What's the Difference Between the Stock Market and the Economy? (Quite a Bit, Actually!)
Though the economy and stock market are impacted by global events, they tend to react differently. Here's the difference between the stock market and the economy.
Value vs. Growth Investing: What’s the Difference?
The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.
LET'S STAY IN TOUCH
We are committed to promoting a good balance of market news, personal updates and helpful lifestyle articles. View our website, and connect with us on any comments or questions you may have.
B T R Financial Planning
MANULIFE SECURITIES INCORPORATED
1102 - 1St Ave W, Prince Albert, Saskatchewan, CA S6V 4Y6
Phone: (306)763-8287 | Toll Free: 1-888-697-0457 | Fax: (306) 763-8285
Email: [email protected]
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