Often clients come to us when they have received an inheritance. Their goal is often to ensure they leverage their position by finding the most tax effective investment opportunities. This was the case for Lisa and Chad. They also had two young children aged 8 and 6 were looking at ways to invest some money to help with their university and early adult years.
Recently referred clients, Sally and Doug had decided that they would like to be able to retire in ten years and they came to see us for advice on how to make their dream a reality. They are passionate adventurers and have a bucket list of challenges they want to tick off, including a trek in the Yellowstone National Park. Sally and Doug were conscious that to do this, a younger retirement would be beneficial, so they had set a goal of retiring at 55.
2021 is already shaping up to be quite eventful. Growth has been a permanent fixture over the last few months fuelled by record low-interest rates and government stimulus. However, with many advanced economies producing favourable growth numbers recently, the prospect of inflation risk resulted in a bloodbath for bond and equity markets last week. This has since stabilised but is this a sign of things to come for 2021?
