The You First Blog

By most definitions, markets are up right now.  A market high isn’t immediate cause to reassess your long-term investment strategy, but it’s a great time to consider your short-term options. If you are thinking about accessing funds from your portfolio in the next three years and you have yet to inform us of this plan,… Read More

We have had several clients inquire about the best short-term savings options for cash on-hand. There are multiple investment vehicles available, such as basic savings, savings accounts via our advisor channel, and guaranteed investment certificates (GICs). Here are some of the top rates depending on the specific savings vehicle. All rates effective as of the… Read More