You’re not alone if you’re feeling a sense of concern combined with some confusion about the state of world markets at this point in 2022. The notion of a “bear” market is one which causes general fear in the population.
Today I’m sending you a letter to remind us about how our emotions interact with all aspects of our lives, including our financial affairs. Globally speaking, it’s a highly consequential time in our lives and it’s important to be mindful of how markets tend to react during such uncertainties.
We have witnessed some remarkably strong investment performance over the past three years, but it's important to take a deeper look at these strong levels of growth to gain perspective...
Every financial advisor is different, and it is important both the advisor and client are a good fit for each other. So, what is it like working with Matte & Associates?
Booking a meeting at Matte & Associates is easy! We have a new online system where you can schedule your own appointment whether it be for a phone call, a virtual meeting, or in-person.
Giving changes everything! Matte & Associates is excited to support local children in need this holiday season by participating in the Kelowna Sunrise Rotary Club's Season of Giving Calendar fundraiser.
Did you know that before the age of 65, a 40 year old male has a 33% chance of becoming disabled? These events can have a drastic impact on your plan. Learn more...
Let us help plan for life’s financial what-ifs so you can enjoy each day to the fullest! Call, book, or email us today to set up a meeting to discuss your options.
Are you missing out on savings with your expensive mortgage insurance? Not only is mortgage Insurance more expensive but it is far less efficient compared to an insurance company’s coverage. Learn more...
Do you know anyone who owns a company with 2 or more shareholders? We work with individuals in this situation to fund a share purchase through life and disability insurance. Learn More...
A sound financial strategy incorporates strong risk management tactics. How would your portfolio be affected if you developed an illness and fell behind on your goals? An illness can have a major impact on your retirement goals, and it happens more commonly than you would think.
We’re excited to announce our newest addition to the Matte & Associates team, Amanda Wendt!