Market insights from industry experts
Wellington-Altus Private Wealth Inc. Chief Market Strategist, Dr. James Thorne presenting at this year’s MoneyShow Canadian Virtual Expo. The topic of the presentation is “Investing in a Period of Generational Change”.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
The costliest piece of advice is the one usually obtained for free. This is the first thing that comes to mind when I hear “so and so told me to do this to save on probate.” Don’t get me wrong, probate fee planning is important for those in high-fee provinces like British Columbia (1.4%) and Nova Scotia (1.7%), but even if you reside in areas with nominal fees like Alberta ($525), planning can potentially speed up the transition of your estate.
Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.
The second quarter turned out to be another strong one as artificial intelligence (AI) and technology names continued to power indexes higher. From November of last year until April of this year we’ve seen most equities performing well.
At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation’s mounting debt crisis demands immediate attention, yet neither party has outlined a clear strategy to address this pressing issue.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
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