Discretion is the Better Part of Valour “We are navigating by the stars under cloudy skies.” – Chairman Jerome H. Powell, August 25, 2023 Download this PDF here. The adage, “Discretion is the better part of valour,” has never been more pertinent as the U.S. Federal Reserve cautiously navigates between
Download this article as a PDF. For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2022, the following information outlines how their 2023 minimum withdrawal will be calculated. All RRIF withdrawals are
Download this article as a PDF. BACKGROUND The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.
Download this article as a PDF. What is an Advanced Healthcare Directive? An Advanced Healthcare Directive (“AHD”) is a legal document providing instructions for your personal care and/or healthcare decisions when you are not capable of making those decisions yourself. An important part of a comprehensive wealth plan, an AHD
Download this article as a PDF. It’s never too early to start planning the retirement you desire. But do you have a clear idea of how you want to spend your time, and if you have the means to support the lifestyle you envision? This list of questions is designed
We love to think this is true… and for some lucky people, it might be! However, the reality is, a critical illness (CI) can occur at any time and if it does…it may have a crippling effect on the financial security of you and your family.
A Glimpse Into The Future Of Financial Markets From 2024 To 2030 Download this PDF here. In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative. Allow me to recapitulate
A New Era Is Upon Us Download this PDF here. “Nothing is more powerful than an idea whose time has come.” – Victor Hugo There is an old saying, “never let a good crisis go to waste.” And true to form, Wall Street is capitalizing on the current chaos within
Thinking Ahead to the Sale of Your Property(ies) It is the summer — one of the busiest seasons for residential home sales. For many of us, our home is one of our most valuable assets. With many investors now owning multiple properties, thinking ahead to their eventual disposition may be
It’s the summertime, a time when many of us prefer to be idle. If you are pursuing more relaxing endeavors, make sure your assets keep working hard for you. In brief, here are three considerations: Have you fully maximized tax-advantaged accounts? By now, you have likely received your Notice of
An article in the Washington Post offered a different perspective to the view that kids these days get too much screen time. There’s another demographic struggling to put down their devices: baby boomers. As one man put it: “My 75-year-old dad’s phone may as well be an implant; he lives
Pamela Marrie is an Investment Associate on our rockstar administrative team here at Cresco. We asked Pamela a few questions to help you get to know her better.
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We believe the most consequential decision you will make is not a particular investment, or tax-efficient strategy. Instead it’s the advisory team you choose to work with for the next 20 years.
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