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Blog

Jed Levene | May 20, 2021

Elections and the Stock Market: Much to Do About Nothing

Education
It’s a presidential election year in the United States, and with that comes the invariable stock market correlations seeking to predict election results or
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Businesswoman looking at her phone
Jed Levene | May 18, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Group exercise class in gym.
Jed Levene | May 13, 2021

How to Keep Your Life Insurance Costs Down

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll probably ever see.  Still, in these
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Business handshake.
Jed Levene | May 11, 2021

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Annuities have a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend, from the
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Man hiking in desert.
Jed Levene | May 4, 2021

8 Tips for Finding Balance Between Work and Life

It is no secret that the typical Canadian is working long hours with little respite compared to other countries with large economies. Full-time employees report
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Row of wind turbines.
Jed Levene | Apr 29, 2021

Green Energy as an Investment Strategy

Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar
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Volkswagen golf on the beach with ocean in background.
Jed Levene | Apr 27, 2021

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it Can Go

For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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Child with apple.
Jed Levene | Apr 22, 2021

Leave your Legacy through Planned Giving

There comes a point in life where you want to begin sharing or gifting all the things you've collected over the years - stories, wisdom, financial wealth, etc
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Grandparents with grandchildren.
Jed Levene | Apr 20, 2021

Protect the Lifetime Income Value of Your Assets with Longevity Insurance

The 2015 Retirement Confidence Survey revealed that only 24% of today’s workers are very confident that they will have enough money to live comfortably
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Jed Levene | Apr 15, 2021

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Here's a thought, retirement doesn't mean the end- it doesn't mean an end of self-importance or purpose, it just means a new chapter - a paradigm shift of what
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Jed Levene | Apr 13, 2021

Financial Planning for Young Professionals

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility
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Jed Levene | Apr 8, 2021

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This content was prepared by Jed Levene who is an Investment Funds Advisor at Rockwater Wealth Management a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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Mutual funds, approved exempt market products and/or exchange-traded funds are offered through Investia Financial Services Inc.

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