Posts Tagged ‘Investing’
TriDelta Private Wealth Webinar – Trump and the Bigger Investment Picture – March 4th, 2025 Video
In case you missed our March 4th, 2025 tariff webinar, you can sign up below to view the recording of the presentation. Our discussion was hosted by Ted Rechtshaffen, MBA, CIM, CFP, President and CEO of TriDelta and features Greg Valliere, Chief U.S. Policy Strategist for AGF Investments. From on the ground in Washington DC,…
Read MoreTriDelta Private Wealth Webinar – Trump and the Bigger Investment Picture – March 4th, 2025
In case you missed our March 4th, 2025 tariff webinar, you can sign up below to view the recording of the presentation. Our discussion was hosted by Ted Rechtshaffen, MBA, CIM, CFP, President and CEO of TriDelta and features Greg Valliere, Chief U.S. Policy Strategist for AGF Investments. From on the ground in Washington DC,…
Read MoreBNN Bloomberg, The Close, Jan 27, 2025 – How much income do you need to retire in 2025?
Ted joins BNN Bloomberg’s The Close to discuss Retirement Ted Rechtshaffen, president and CEO of Tridelta Private Wealth, explains how much income it would take to retire in 2025. For additional details on retirement plans, kindly check out our Canadian Retirement Income Guide page to obtain the most recent 2025 Edition, or utilize our CPP…
Read MoreTriDelta Insight Q4 Commentary – Glass Still Half Full
Market Overview 2024 was a very good year for investors with the strong performance in stocks being complemented by modest growth in bonds and alternatives. The biggest drivers of these returns were better than expected economic growth and continued progress on inflation. The U.S. economy led this improvement, but most regions enjoyed better growth than…
Read MoreTriDelta Private Wealth Webinar – Six Ideas for Tax Smart Investing – April 16th, 2024
In case you missed our April 16th webinar, you can view the recording of the presentation below. A 1-year GIC paying 5% held in a taxable investment account for a high-income Ontario resident produces only a 2.3% return after taxes. What if you could get a similar pre-tax return but a higher after-tax return to…
Read MoreBNN Bloomberg, Your Money Month, Feb 7, 2024 – Ted Joins BNN Bloomberg to Discuss TriDelta’s 2024 Canadian Retirement Income Guide
Ted joins BNN Bloomberg to discuss TriDelta’s 2024 Canadian Retirement Income Guide February is Your Money Month at BNN Bloomberg, putting a spotlight on how to better manage your finances. From repaying debt to rebalancing your portfolio to wills and estate planning to inflation-proofing your retirement fund. Ted Rechtshaffen, president, CEO, and portfolio manager at…
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