The Power of Economic Sentiment
“Have we all just become economic snowflakes?”
This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. It concluded that both economic and non-economic sentiment have substantially declined over the past 50 years, despite far fewer economic setbacks
Unlocking High Net-Worth Financial Solutions with National Bank’s Private Banking 1859
Discover the exclusive world of National Bank’s Private Banking 1859. In this episode of Small Convos, we dive into the services and benefits of private banking, tailored for high net-worth individuals. Learn from Senior Private Banker Jubril Adesina about the red carpet service, custom solutions, and who qualifies for these exceptional financial services. Don’t miss out on expert insights into sophisticated planning, banking, and credit needs. Subscribe for more in-depth discussions on business, money, and lifestyle.
BE AWARE OF NEW REPORTING RULES: Are You Associated With a “Bare Trust” Arrangement?
Are you a legal owner of an asset where someone else is a beneficial
owner and has a beneficial interest and oversight of the asset?I f so, you
may be holding a “bare trust” and have a filing requirement where you
previously did not.
Proposed Increase in Lifetime Capital Gains Exemption to $1,250,000
We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a “Fourth Turning”—a period of intense demographic, technological, and structural change that recurs approximately every 80 years.
Thinking Beyond Retirement: A Higher Purpose
It has been said that “if you are what you do, when you don’t … you aren’t.”
As you think ahead, have you contemplated a plan for what you will do
in retirement?
Have U.S. Equities Become Overvalued?
With the rapid rise in the “Magnificent 7” stocks to start the year, there has been renewed discussion over whether U.S. stocks are becoming overvalued. What has been driving these returns?
Spring Cleaning Finances: Five Questions To Ask
Now that spring has sprung and many of us are in spring cleaning mode, perhaps you are looking for a bit of motivation when it comes to your finances. Here are five wealth planning questions that may be answered by simple “rules of thumb.”
Reminders for Tax Season
It is personal income tax season once again. Given increasing interest rates, don’t overlook the importance of filing your taxes and paying balances and instalments on time, as interest assessed on insufficient payments can be significant.
A TAX EFFICIENT ALTERNATIVE TO GICs: CONSIDER THE BENEFITS OF DISCOUNTED BONDS
Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk, fixed-income investments like Guaranteed Investment Certificates (GICs). While investors can take advantage of rates not seen in decades, it is important to consider the tax implications. When a GIC is held in a non-registered account, any […]
INVESTMENT TACTICS DURING UNCERTAIN TIMES
After a volatile 2023 in the financial markets, one of the by- products has been that some investors feel inclined to take a more conservative investment stance. How can this be achieved? Selling all of your stocks and holding cash equivalents is one extreme alternative, though not practical for most investors. Capital gains tax considerations […]