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Financial planning insights and guidance

How to Survive Through a Correction or Bear Market

In the last 12 months, the markets have been on a wild ride, with volatile moves to the upside and downsides, culminating in the formation of bear markets in a large number of world financial markets. This article takes examines what you should focus...

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2019 Financial New Year's Resolutions

With every change of the calendar year comes New Year Resolutions, which typically include promises to get in better shape, to eat healthy and get financial affairs in order. While you have the motivation to make a positive change in your financial a...

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December Month End Commentary

Bongard Wealth Advisory's December Month End Commentary...

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The Importance of Private Disability Insurance

While group disability benefits are great, many professionals should consider private disability insurance to make sure that their families are secure in the event of a disability and are not able to work....

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Diversification - “Don’t put all your eggs in one basket”

Diversification is one of the tenants of how our team manages our client's portfolios and is an important consideration when making an investment decision....

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Top Questions to Ask Yourself When Investing?

I have had many conversations over the past year with friends and family members who are looking to invest some of their capital in the financial markets, especially in light of the volatility in 2018 and market rally over the last few years. I have...

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What To Do In Rocky Markets

2018 has been filled with an increase in volatility across all financial market and this article looks more into what you should do when volatility spike....

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What To Do Now That You Are Cash Flow Positive?

These are the first steps and questions to ask yourself when start to experience a positive cash flow....

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RRSP Home Buyer's Plan Explained

The RRSP Home Buyer’s Plan is a great way to fund the purchase of your first house and allows you to use your dedicated retirement savings to support a shorter term goal....

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OAS Explained

A short article detailing the key information on Old Age Security (OAS) benefits....

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