Gerardo's Advice for Life

April 6th, 2022 by Gerardo Cappelli

an overview of Kiev with the Motherland sculpture in the forefront

Geopolitical Briefing - The Ukraine war and the remaking of the world order

Beyond the human aspect of this unnecessary war, this conflict will have consequences on global supply chains, financing Russia, relationships with China and commodity markets.  Check out this article and others from NBC Financial Markets


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Asset Allocation Strategy - April 2022

The CIO office continues to view the economic environment as supportive for risk assets.  They are looking at bonds as a defense to a negative surprise, so they are materializing gains and reducing overweight in equity markets and allocating a bit more to bonds.  On equities, a bias towards Canadian and US equites where growth prospects are strongest.

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How much millennials should save to retire comfortably

A millennial is someone between the age of 26 and 41 but this article would be good for those even outside this age group.  Some experts say to save an equivalent of 15% of pretax income, others encourage saving a multiple of your current salary by age.


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Password Reset and First Login Video Capsule

During tax season, we recieve requests to help access your online account to retrieve your tax documents and we are always happy to help, but if you prefer to DIY, then here is a short video that shows you how to login for the first time or do a password reset on your own.

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Cirque du Soleil - Kurios - Cabinet of Curiosities - April 14th to May 23rd

I had to include this in suggestions for things to do as we used to go almost every time they came to town.  Never too old to be amazed by the magic and acrobatics and of course the amazing costumes.


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Hot Docs Festival - April 28th - May 8th

I know that some of us are still not comfortable with sitting in a theatre full of people.  Hot Docs Festival has options for you to watch the documentaries in cinema or stream online. For those of you who are students or over 60, you can take advantage of free admission before 5pm!

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