The Taxing Issue of Succession Planning
Personal Finance
The Taxing Issue of Succession Planning
May 5, 2023 by in Personal Finance

Whether it’s the sight of Logan Roy foaming at the mouth at his conniving, inheritance-sucking kids in Succession or the recent Federal budget, which outlined new rules around intergenerational business transfers, the passing down of family wealth is a core part of a good financial plan.

More
Share
As Women Live Longer, They Should Also Plan For A Second Retirement
Personal Finance
As Women Live Longer, They Should Also Plan For A Second Retirement
April 5, 2023 by in Personal Finance

"Second Retirement" refers to the period after the death of the first spouse when the survivor must tend to household, financial and health matters alone. This article correctly points out that fewer still focus on the repercussions to the spouse who is left behind.

More
Share
Key Dates For 2023
Tax Strategy
Key Dates For 2023
February 28, 2023 by in Tax Strategy

In this brief 3-minute video, our Head of Financial Life Strategies, Monique Madan CFP, gives you a look ahead to some important tax considerations for 2023.

More
Share
Tax Season: Bucking the Trend
Personal Finance
Tax Season: Bucking the Trend
February 22, 2023 by in Personal Finance

Even Albert Einstein, a man with a brain capable of solving the most complex physics equations, stumbled when it came to taxes. “The hardest thing in the world to understand,” he said, “is the income tax.”

More
Share
The Art and Science of Spending Money
Personal Finance
The Art and Science of Spending Money
January 31, 2023 by in Personal Finance

Building wealth must be about more than just seeing a larger number on your investment statement each year.  Wealth translates into life satisfaction when it has a purpose. 

More
Share
2023: Building on a better base for investors
General Economy
2023: Building on a better base for investors
January 25, 2023 by in General Economy

Investing money at its most basic is just delayed consumption. Putting $250 away versus buying another pair of shoes simply means you can buy those shoes at some point in the future. It makes sense then that the baseline goal of investing is to protect the purchasing power of your money.

More
Share
Keep Calm and Plan For Volatility
General Economy
Keep Calm and Plan For Volatility
January 18, 2023 by in General Economy

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and a news cycle of war and political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.

More
Share
Private Credit Versus Investment Grade Bonds
Alternative Assets
Private Credit Versus Investment Grade Bonds
December 20, 2022 by in Alternative Assets

Most investment portfolios have three basic components. Cash that has option value for future buys, equity for growth that hopefully exceeds inflation, and income that generates cash flow. Normally, our income investments are stable - we get some capital appreciation with predictable cash distributions.  That was the case, until 2022!

More
Share
Pandemic Legacy: How Have Investors Been Affected
General Economy
Pandemic Legacy: How Have Investors Been Affected
November 23, 2022 by in General Economy

How the COVID-19 pandemic alters the path of history remains to be seen. Like a retiree looking back over their life, it’s only in hindsight that they can fully process the impact of euphoric highs and devastating lows. The great events of history are similar; they shape people and societies.

More
Share