Equity and Fixed Income Strategy - November 2023

Violence, political upheaval, and interest rate increases. Sadly, those factors have come to define much of 2023. Not surprisingly, investors are in a sour mood and much of the market has been under pressure....

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Global Markets Commentary October 2023: Video

October marked the third consecutive month of equity market declines, and certainly the month was marred by horrific developments in Israel and Gaza. Those are adding to the ongoing tragedy in the Ukraine. But it was really too hot economic growth in...

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Global Markets Commentary: The Trouble with Five

October marked a third consecutive month of equity market declines. The month began with horrific developments in Israel and Gaza, which added to the ongoing tragedy in Ukraine and other fraught geopolitical situations....

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Proposed Changes to the Amt Could Complicate Charitable Giving

Newly proposed changes to the Alternative Minimum Tax (AMT) may entice Canadians who are able to make outsized donations to be a little more charitable this year. But come 2024, charities fear the tax changes could dampen those gifts at a challenging...

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First Home Savings Account

The First Home Savings Account (“FHSA”) is a new registered plan that enables prospective first-time home buyers with the ability to contribute up to $40,000 toward saving for their first home on a tax-free basis....

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Estate planning for modern families in a post-Brady Bunch era

1969 was an influential year for many reasons – Woodstock, the first man on the moon, John Lennon’s bed-in for peace – but what no one realized at the time was the most important story was the one about a lovely lady and man named Brady....

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Global Markets Commentary September 2023 : Video

We're going to cover the month and the quarter in our global monthly market commentary. September saw both stocks and bonds decline, reinforcing its reputation as an ugly month for investors, and that goes all the way back to 1950......

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Equity and Fixed Income Strategy - October 2023

Between another averted U.S. government shutdown and strikes across different industries, investors have had plenty of risks to consider. However, the risk to rule them all has to do with interest rates....

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Global Markets Commentary: Turbulence

September saw both stocks and bonds decline, reinforcing its reputation as an ugly month for investors. Going back to 1950, anxiety has been justified. This year, September was a disappointing end to a disappointing Q3....

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Fight the feelings: How emotions hold us back from making money

There’s not an investor on this planet who hasn’t felt the deep pit of despair when seeing their portfolio drop. That intense feeling of panic has caused countless people to sell out of stocks or do something else they wouldn’t otherwise normally do....

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