During Uncertain Times: Access to Alternatives
In the current environment of higher valuations, slower growth, and increased volatility, there’s been a renewed attention to alternative investments. Alternatives are often given focus during more challenging times since their performance doesn’t typically correlate with the markets. Alternatives generally refer to investments not available in publicly-traded markets. Most commonly, this includes private equity, infrastructure, […]
Does the Dow Matter? What’s in an Index
The Dow Jones Industrial Average (DJIA or Dow) is one of the most widely watched stock market indices and the second oldest in the world. Created in 1986 by Charles Dow, then editor of the Wall Street Journal, it originally comprised 12 companies from traditional heavy industries, such as Chicago Gas and National Lead, giving […]
Dow at One Million?
When the Dow Jones Industrial Average (Dow) crossed a new high of 40,000 in May, it achieved a milestone that appeared implausible given recent popular sentiment. Just two years earlier, central banks were still on the path of aggressively hiking rate to curb inflation. Gloomy equity market forecasts abounded. Fast forward to today, and interest […]
Spring Cleaning Finances: Five Questions to Ask
Now that spring has sprung 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.” These may spark meaningful discussions about wealth management, budgeting, or family and […]
Video: Types of Portfolio
Investing Within Your Corporation
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 make sense to simply invest the surplus funds within […]
Are You Overlooking The Tax-Free Opportunity?
There are few “gifts” that the government gives us, and the Tax-Free Savings Account (TFSA) is one of them. The opportunity to invest and grow funds on tax-free basis over a lifetime should not be overlooked. Yet, the latest statistics reveal that many high-net-worth (HNW) individuals are not taking full advantage. The 2024 TFSA statistics […]
Video: Investment Portfolios
Actions to Consider: Your Year-End Financial Planning Checklist
With the arrival of cooler and shorter days, it is a reminder that there are only a few months remaining in the calendar year. Are there actions that you can take before year end to impact your financial position? Here is a checklist of ideas: Realize capital losses to offset capital gains. For tax […]