Location of Investments?

Determine the most tax advantage location for your investments by capital gains, dividends and interest....

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Market Brief - Nov 16th, 2018

As we examined in our last newsletter, the capital markets volatility we are experiencing is consistent with widespread expectations that equities usually have a bounce followed by a retest of lows, before a more durable advance begins....

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Market Brief - Oct 29th, 2018

October came in with a roar and is going out with a fizzle.The downward trend of markets over the past three weeks has been quick and some may say hasty, and based on Friday’s tech giant earnings, we may see a bit more before the calendar rolls over....

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Common Investing Errors

During periods of buoyant market conditions, making money in the investment markets may not be difficult.You know the scenario: It seems like every security you choose is worth more the next day....

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Market Brief - May 25th, 2018

After a strong start Monday on the back of easing trade tensions, the S&P 500 is flat and the TSX down a fraction for the week. Dovish Fed minutes and the adoption of the Dodd-Frank reform bill that will reduce regulation for many small US banks were...

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Market Brief - May 11th, 2018

It was a very different week than we had last, with markets mostly moving higher. The Dow Jones was up 1.80% for the week, and the S&P 500 and S&P/TSX both had a strong week on the back of softening US inflation data which has capped the ascension in...

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Market Brief - April 27, 2018

It was another unpredictable week in the equity markets with several hundredpoint intraday swings in either direction. We’ve seen this pattern for several weeks now and the million-dollar question is what will it take to make this stop. Perhaps inves...

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The Value of Advice

The investment industry has attracted much attention lately with negative press and scrutiny relating to the costs associated with investing. It’s understandable — investors have many options when seeking financial advice and, often, clearly differen...

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An Annuity as Part of a Balanced Portfolio

There are many challenges when it comes to retirement planning and with healthier lifestyles and longer life expectancies, many retirees have been confronted with the reality that retirement income may need to provide support for a longer period of t...

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Asset Allocation is Important

From an investment perspective, asset allocation deals with the way in which your securities are allocated within broad categories....

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