From gifts to gatherings, the holidays can put additional financial strain on your budget. Sound planning can help prevent your year-end shopping from causing financial stress.
Financial statements as of December 31 will be deposited in the My account secure section at the beginning of the year. This statement provides a comprehensive financial picture of the past year. You will receive an email when your statement will be available online if you have checked the Electronic or Electronic and paper option in the communication preferences of your profile.
Are you likely wondering what to do to increase the return on your investments? The best investment strategy is one that reflects your projects, your retirement dreams, your personal situation and your risk tolerance. It’s easier than you think! If you want investments with a higher return potential, then you need to be aware that they will also have a higher risk potential. On the other hand, if you want investments with a lower risk potential, then you can expect a lower return potential.
As in the first semester, the Bâtirente Diversified Funds performed positively in the third quarter, posting returns of between 0.8% and 1.3%, based on the risk profile. The positive track record of these Diversified funds has been largely due to the performance of our various equity portfolios and our ESG-listed real assets portfolio.
One of the fundamental steps to ensuring a successful retirement is to develop a plan. There are no good or bad moments to start thinking about what you will do at this point in your life. Where will your income come from, how much do you need to save for your dream retirement? Here are 4 tips to start your thinking.
Did you know October is Savings Month? At Bâtirente, we take to heart our mission to support you in all your projects. Regardless of your age, it’s never too early or too late to start saving and planning for projects or your retirement! Our article presents four tips to reach your goals.
Consolidating means bringing all your savings together in one place, and there are many advantages to doing so! Are there any fees for transferring my investments? Why consolidate, given that we’re often told not to put all our eggs in one basket? How do I transfer my accounts to Bâtirente? Here are answers to the questions you’ve been asking us on this topic.
As in the first quarter, the Bâtirente Diversified Funds performed well in the second quarter, posting returns of between 2.8% and 5.6%, based on the risk profile.
At Bâtirente, we are deeply committed to the mission of being the partner in your projects. We understand your need for information and practical tips for optimizing your savings, reaching your retirement goals, or simply being better prepared to face your life events along the way. Therefore, we are continually improving the online tools available in the My account secure section of our website.
Since 2018, Bâtirente has been providing quarterly financial statements so you can track the progress of your savings efforts. These statements are available in the My account secure section of our website. Additionally, at the beginning of the year, a statement with a complete financial picture of the previous year is mailed to your home.