Lougheed Wealth Management RJL (@davelougheed) 's Twitter Profile
Lougheed Wealth Management RJL

@davelougheed

We enhance the lives of our clients through an unwavering dedication to their financial success
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linkhttp://www.lougheedwealthmanagement.com calendar_today13-02-2012 04:01:13

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95 Followers

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For the 2022 tax-loss selling season, we suggest investors follow the same two strategies within their taxable accounts, but in reverse order – tax-loss selling first and crystalizing gains second... raymondjamesconnect.com/tw48_S

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– Raymond James Ltd., the Canadian arm of North American investment dealer, Raymond James Financial, Inc., and Raymond James Trust (Canada), today announced the acquisition of Vancouver-based, Solus Trust Company Limited. raymondjamesconnect.com/tIUu_S

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Certified Professional Consultant on Aging (CPCA), Elder Planning Counselor (EPC) and Portfolio Manager Neela White joins the podcast to discuss ways to include family with dementia in all the activities that the holiday season presents, including: 1. raymondjamesconnect.com/tNMLxO

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John Toohig, Head of Whole Loan Trading for Raymond James & Associates, joins the podcast to discuss his role with the firm and gives a great overview of what whole loan trading is and what the segment is indicating in terms of the overall market, includin raymondjamesconnect.com/txc2WT

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Similar to the seventh inning stretch, which marks the 80 per cent point of the game, we believe several economic and market indicators suggest today that most of this economic cycle is behind us. raymondjamesconnect.com/tQ8To8

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It's usually at this time of year when many of us begin to reflect on the past year and start to put together a list of new goals/desired behaviours for the upcoming one... raymondjamesconnect.com/ttUcii

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Men's mental health is a subject many shy away from discussing, but it is very important that we talk about it. In our newest IDEA Tuesdays video, Dr. John Ogrodniczuk explains why old values of toxic masculinity should be set aside to have important conve raymondjamesconnect.com/t-k-KH

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Senior Manager, IT Security, Dave Iverson, joins the podcast to discuss how to protect your online information and the importance of regularly reviewing your digital footprint, including: - Review your passwords - Delete social accounts you no longer n raymondjamesconnect.com/tXScBX

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When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too. raymondjamesconnect.com/tHkmB6

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In the latest Client Insights webinar, members of the Raymond James Ltd. Asset Allocation Committee shared their outlook on the global economy and major asset classes as well as discussed the major opportunities/risks they see on the horizon. raymondjamesconnect.com/tlLYUR