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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

John Ponto | Jun 22, 2022
Categories
Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Two yellow balloons with smiley faces on them

Are Emotions Controlling Your Personal Finances?

John Ponto | Jun 6, 2022
Categories
Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

John Ponto | Apr 20, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Elderly woman doing yoga in a park

The New Normal Retirement

John Ponto | Apr 6, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

John Ponto | Mar 15, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
A folder with the word "TAXES" on it. There is various stationery scattered around the folder.

Easy Tips to Take Time Off Taxes

John Ponto | Feb 9, 2022
Categories
Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

John Ponto | Jan 20, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

John Ponto | Jan 12, 2022
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.

Financial Resolutions: 7 Tips to Keep You Accountable

John Ponto | Dec 23, 2021
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

John Ponto | Dec 15, 2021
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.

The Canada Pension Plan in 2022

John Ponto | Dec 3, 2021
Categories
Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
An exit sign in a modern office building

Small Business Owner Retirement: Dealing with an Unexpected Exit

John Ponto | Nov 3, 2021
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.

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