Download this PDF here. For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds? As personal marginal tax rates can be significant, does it
The Mar-a-Lago strategy and the future of American power “War is the continuation of politics by other means.” – Carl von Clausewitz (1832) Download this PDF here. In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its
THE ILLUSION OF A REVIVAL OR A PRELUDE TO RECKONING? “I, however, place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared.” – Thomas Jefferson Download this PDF here. Now that the Canadian election is over and Mark
Unlocking a new golden era for investors “The condition of man … is a condition of war of everyone against everyone;” yet, by the mutual agreement of sovereign powers, peace may be obtained, and the benefits of order secured. – Thomas Hobbes, Leviathan (1651) Download this PDF here. The signing
Warren Buffett’s increasing cash reserves at Berkshire Hathaway have drawn significant attention from market watchers. In his latest annual letter—eagerly awaited each year by many investors for its sage wisdom—Buffett addressed the topic directly: “Despite what some commentators currently view as an extraordinary cash position at Berkshire, the great majority
The Canadian dollar’s (CAD) weakness has raised questions about its broader impact and the path forward: The CAD is trading below its historical average. To start 2025, it fell below 68 U.S. cents—a level not seen in two decades. The decline has been driven by factors such as diverging U.S.
Former Wall Street Journal finance columnist Jonathan Clements has long advised readers to plan on living past age 90. But when, at age 61, he was diagnosed with an illness that gave him just a year to live, his financial priorities shifted. His focus turned to ensuring his family would
We are thrilled to share some exciting news with you! Cresco has once again been recognized as finalists in the prestigious Wealth Professional Awards 2025, being named Excellence Awardees in three coveted categories: 🏆 Advisory Team of the Year 🏆 Canadian Advisor of the Year – Dean Bradshaw 🏆 Excellence
Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God sounding through events; then leap up and grasp the hem of his garment.” – Otto von Bismarck Download this PDF here. Bismarck’s 19th-century declaration about the changing realities
Charting a New Path for Economics and Investing as Trump Returns and Trudeau Steps Down You have enemies? Why, it is the story of every man who has done a great deed or created a new idea. – Victor Hugo Download this PDF here. The Shifting Political Landscape In today’s
Download this PDF here. The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is
“The strongest of all warriors are these two: Time and Patience.” — Leo Tolstoy Following the notable gains in both Canadian and U.S. equity markets in 2024, some investors may feel hesitant about the prospect of continuing to put money to work. Here are a few myths, debunked, about investing
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