Spectrumly Speaking
January 2018    

 
Welcome to 2018!

We hope you had a wonderful holiday season and had a chance to enjoy spending time with family and friends.

With the dawn of the New Year, we thought we would share a few interesting facts we came across:
  • January is named after Janus, the god with two faces, one looking forward and one looking backward.
  • Julius Caesar made January 1st the first day of the new year in 46 BC but England and its American colonies wouldn't do the same until 1752.
  • Tradition says that the more leafy greens a person eats on new year's day signifies prosperity that is to come for them.
  • On average, about 45% of Americans consistently make a resolution for the new year and 22% fail before the first week is up.
  • Americans alone drink an estimated 360 MILLION bottles of champagne which is ironic considering that cutting back on alcohol consumption is consistently the second most popular resolution made.
We look forward to continuing our relationship into 2018 and want to wish you and your family an abundance of health, happiness and peace.

Karen, Richard, Jeff, Janet, Ingrid and Sheila 

Looking for a little more Calm after the holidays ...

Have you ever walked into a room and felt instantly happier?
 

Why should I have a Financial Plan?

A comprehensive financial plan is a road map that shows you where you are today (your net worth), where you would like to go (your goals) and the steps required to get there (the strategy).

Click here for a great article on the importance of having a written plan in place ...
Blended Finances for Blended Families

Merging households with children can be financially complicated.  Are you and your partner on the same page when it comes to finances?            Find out here ...
 
Monthly Features
Seminars, Market Watch, Office News & Tips
UPCOMING UPGRADES AND CHANGES

Effective January 15, 2018 our mutual fund investment dealer, Worldsource, will be moving to a new operational platform to better support us, and you which will feature many technological enhancements.

You will be receiving a letter from them directly in the next week or so advising of this and letting you know that in moving to this new system, they are required to change your Worldsource account number.

This letter will also announce changes affecting active users of the online account management portal, Investor Net.  Your current user name will not change, however you will be required to reset your password.  A temporary one will be sent to you in a separate letter in the following weeks.

Please be sure to connect with Janet or Ingrid should you have any questions regarding these changes.
Market Watch
Market Watch   

For those with more of an interest in what has happened in the markets this past week, click here for an in-depth update from TD.
 
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Spectrum Financial Strategies
339 Huronia Road Barrie, ON L4N 8Z1

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