Kale Wild, CFP®, CIM®, FCSI®

Senior Wealth Advisor & Portfolio Manger at Raymond James
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Disclaimers:

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Here's to a little extra rest, a little extra sunshine, and a little extra time with the people who matter most.

Wishing everyone a happy Labour Day and a great long weekend!

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Some thoughts of mine on the Silicon Valley Bank collapse. I hope you enjoy the read, and don’t fall asleep half way through ! https://t.co/GlvWtLuPYl

[Larry Adam @LarryAdamRJ]

Earnings Update! This will be a slow week for the 2Q22 earnings season with less than 25 S&P 500 companies reporting results. With the vast majority of earnings behind us, see below for some of the key highlights.

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

If you missed it, Raymond James recently put on a webinar showcasing the role of the executor in settling an estate. It is hosted by Marissa Lydynia, Senior Trust Advisor at Raymond James Trust (Québec) Ltd, and John Galambos, Partner at Miller Thomson. https://t.co/xsj9j1uw01

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

The market has returned to climbing the wall of worry. Between inflationary pressures, Federal Reserve Tapering and a 4th wave of Covid-19 the market has many things to worry about. Despite the temporary worries, the long term outlook remains positive. https://t.co/HyNo7ZcbED

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

What are alternative #investments and how can they fit into investor portfolios? Emma Querengesser explains in this short podcast why alternative investments an essential asset class. A great overview for those looking at diversifying with alternatives. https://t.co/MhrG6RYTyy

[Marc Franche @CoachMarc1]

When you coached them as kids and they ask you out to golf when they’re men, today is a great day #Wildthang #BigPapi #Matty

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

US citizens living in Canada have unique estate planning considerations because Canada and the US tax estates differently. Contego Wealth Management provides cross border investment advice with this in mind. Learn more about what we offer to US clients: h https://t.co/AQ7QXSCmrN

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Teaching kids about personal finance is essential for their development. Kids thinking about how credit works, the cost of education and budgeting are the foundation for a strong financial future. #personalfinance #financialLiteracy https://t.co/KSYBZjLyGG

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Thinking about transition to retirement - Visualizing what you want in #retirement before you get there may lead to greater fulfillment. Inside are some steps that will be helpful in thinking about this transition. https://t.co/j1ZxyPwpLO

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Our Contego team will be out again during Raymond James cares month helping give back to the community.

From doing some farming at the Food Bank farm, to getting moving with our 5k for Kids in support of Drug Free Kids Canada.

#RJcares #givingback https://t.co/ZymNbPIqvG

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Interesting to see industry increasingly buying in to a long term transition to cleaner fuel sources. No longer just driven by government policy push. Much heavy lifting ahead, will be interesting to monitor. #ESG #CleanEnergy https://t.co/P7ztLESBh2

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Take a look at the yield environment, sector recommendations and fund manager perspectives in this weeks Insights & Strategies. A timely piece with the recent sector movement. https://t.co/Bz0ipqkBzE

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

The sustainable reopening combined with additional fiscal stimulus should propel economic growth even faster in 2021. https://t.co/t4uNvSP0H4

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Join myself and the Royal Ottawa Foundation's Young Professional Network Sunday afternoon for a virtual cooking class fundraiser - all proceeds support the Royal!

[Royal Ottawa Foundation @theroyalfdn]

Join Chef Walid El-Tawel at The Royal's YPN virtual Cooking for Mental Health event, on February 21 at 2:30!🧑‍🍳

Suitable for all skill levels. 100 per cent of the ticket sales go to The Royal Ottawa Foundation.

🎟️Learn more/register: https://t.co/I1ykEqKMiG

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

This week's investment strategy goes over some happenings on potential changes by Joe Biden's administration, China relations, Covid-19 and the potential vaccine rollout. Quick and easy read for those interested. https://t.co/ZfF6kUbvBm

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

The market has changed in the past few weeks with the vaccine news. Raymond James CIO Larry Adam is out with a quick overview of thoughts on the environment this week. A quick informative read here. https://t.co/kdlG9c72gM

[Contego Wealth Mgmt @ContegoWM]

Interesting article here on senior living. We see it in our practice, older clients are healthier than ever and able to stay in their homes longer. Covid 19 will only accelerate that trend we dare say...what do you think? #housing #retirement https://t.co/alX1tt80tI

[Kale Wild, CFP®, CIM®, FCSI® @KaleWild]

Are you a US citizen living in Canada? Do you have investment accounts on both sides of the border? Thank you to @WealthyLife_SV for inviting me to chat about some simple tax considerations for US persons.

[The Wealthy Life @WealthyLife_SV]

Do you and your spouse have Cross Border Investments? What do you need to know about your investments? Find out this short #CoffeeBreak from Kale Wild, Financial Advisor at Raymond James Ltd.
WATCH HERE > https://t.co/KycnIRJ9GH

[Contego Wealth Mgmt @ContegoWM]

Contego's Trevor Johnson recently took part in a panel discussing why alternative investments matter in portfolios. "Alts" have been a staple in Contego portfolios for 15+ years & have served clients well, especially in times of market stress. Video here: https://t.co/gUWnJVjYTx