In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
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In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
Wealth Advisors Stephen Ellis and Robert Wolfson welcome Danesh “Dan’ Rohinton to the podcast for a timely discussion on the outlook for global equities. Dan is the co-lead portfolio manager of the IA Clarington Global Dividend Fund. Equity markets have started off strong so far in 2024. The Gents had a great discussion with Dan about his macro thoughts for the economy and equity markets as we look forward into this new year. From the overall economic implications of politic...
Dollars & Sense with a couple of gents
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
