Mark Shimkovitz CIM, PFP, CDFA

Senior Financial Advisor, Associate Portfolio Manager, Raymond James Ltd.

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

True wealth is having the freedom to live the life you desire without worrying about money. https://t.co/JZo0amM5LF

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Knowledge is power. This is certainly true when it comes to financial literacy. https://t.co/Yskzm0p64R

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Last week I posted a video about the benefits of HISA ETFs. Here is a blog post I wrote with some more information on why they are a good investment, particularly as interest rates move up. Any questions, feel free to comment below or contact me directly. https://t.co/1pfdoBxsPN

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Confirmation bias, anchoring and FOMO are just a few behaviours that can negatively impact your portfolio. When it comes to your investment strategy, it's important to take emotions out of the equation for optimal success. https://t.co/pdIUYaaoeX

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

When building your wealth strategy, accumulation of money should never be the goal, but rather a tool to help you reach your life goals.
This article has some interesting research and insights into what brings optimal happiness. https://t.co/ngclOaiLQr

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

We've all heard that staying curious and continuous learning are good for the brain but here are a few daily tips to keep your mind sharp.
A few that stood out to me,
Read more (and faster), change up your day, and always ask lots of questions. https://t.co/dz5pmPrKsH

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

When it comes to investing, doing nothing is actually doing something, and often the smartest decision you can make. https://t.co/benH257pfb

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

With interest rates and inflation on the rise, it's more important than ever to focus on your personal cashflow.
"When your outflow exceeds your income your upkeep becomes your downfall" - Jim Rohn https://t.co/HjqCnUc9CK

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

How easy or complex is your estate? Can your chosen executor handle it? Try our new estate complexity calculator to quickly get your answer. https://t.co/jhhfe2hZFx

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Taking stock of your current financial situation, setting goals for where you want to go and then putting resources in place to help you get there will set you on the right path to achieve success. https://t.co/eXnB6TWqfO

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

When it comes to building a successful financial plan, accumulation of wealth should never be the goal - but rather a vehicle to help you live your purpose. https://t.co/jDkzU1kMDD

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Why is having a will in place so important? Our senior trust advisor, Paula Lester, outlines some specific examples to be aware of in our latest blog post. https://t.co/CNQa74sZsv

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Marie Kondo inspired many of us to declutter and focus on the things in our lives that 'spark joy'. What if you were to apply the same principles to your finances? https://t.co/LdKU88LZEX

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Building a retirement plan around best-case scenarios
will make you feel good today, but won't help you in the long-run.

Our eBook covers 8 common mistakes and how to avoid them. https://t.co/WHD5BRQNOm

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Estate Planning Tip: Name your spouse as the successor of your TFSA. By doing this, upon your death your spouse can take over your TFSA. It remains tax free, does not impact their TFSA room, and avoids probate or other estate administration costs. https://t.co/TMcclegIuD

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

@clarissaward @mannocchia Clarissa, you're so great at what you do and I appreciate your amazing reporting. Please keep safe!

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Financial planning is really about understanding where you are today, where you want to be in the future and how you'll get there. Getting started is often the hardest part. https://t.co/BDjNhPYG9e

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Having a stressful workday is normal, but if that feeling of unease in constant, try these tips below. For me, getting outside for some fresh air is a big one. https://t.co/YM2AF1n5Wo

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

I couldn't agree more @gordonpape. Commitment, discipline, and patience are three of the most important keys to investing success. https://t.co/Nfe8jALFSG

[Mark Shimkovitz CIM, PFP, CDFA @MarkShimkovitz]

Being a parent is definitely one of the toughest roles there is, and skills you learn organizing for, selling to and negotiating with your kids will definitely serve you well in any job. https://t.co/j4UIaya3hn