Beyond the Portfolio Podcast: Stagflation: Risk or Reality?

Host Mike Miranda sits down with Doug Porter, Chief Economist at BMO, to examine whether stagflation, the dangerous combination of high inflation and stagnant growth that plagued the 1970s, could be making a comeback....

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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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Beyond the Portfolio Podcast: Markets Near All-Time Highs – Navigating Opportunity and Risk

Mike Miranda sits down with Dan Phillips, Chief Investment Officer for U.S. Wealth, to examine investment opportunities as markets hover near record levels in mid-2025....

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Beyond the Portfolio Podcast: The One Big Beautiful Bill - Wealth Planning Implications

Mike Miranda sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to unpack the comprehensive tax changes introduced by the "One Big Beautiful Bill Act" signed into law on July 4, 2025....

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Beyond the Portfolio Podcast: Tariffs & the Economic Landscape

They examine the evolving tariff environment and its implications for growth and inflation across the U.S., Canada, and global markets....

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Beyond the Portfolio Podcast: Mid-Year Market Reset

Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with BMO Private Wealth's senior investment strategists Brent Joyce and Carol Schleif to dissect the first half of 2025's most surprising market developments......

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Why you need to include your digital assets in your estate plan

Many people think of estate planning in terms of traditional assets like investment portfolios, homes, artwork, vehicles and the family cottage. But as our lives become increasingly digitized, it’s important to include online assets, too....

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Inheriting family wealth: How to prepare

For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult......

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An Overview of Tax Policy Proposals for the Upcoming Federal Election

Following the recent announcement of a Federal Election on April 28, the Federal political party leaders have begun to outline their election platforms, including tax policy.  We have briefly summarized the tax policy announcements of the three......

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