The Importance of a Will
Planning for what happens after you die is something most people don’t really enjoy, but it is an integral part of financial planning. One of the most common ways to plan is by drawing up a will.
Planning for what happens after you die is something most people don’t really enjoy, but it is an integral part of financial planning. One of the most common ways to plan is by drawing up a will.
Despite slowing economic growth and continuing geopolitical risks around the world, the fourth quarter of 2019 saw significant increases in U.S. and emerging-market equities.
As we begin 2020, it’s interesting to look back at the previous year. In the end, 2019 ended being one of the best years for Canadian investors in the past decade.
With the election of a minority Liberal government in October 2019, there were a number of announcements in the December 2019 Federal Budget. Here is brief, though not an exhaustive, point-form summary…
The start of a new year is always a good time for reflection, and this year, perhaps even more so as we move into the next decade. As I think back on the last 10 years (wow, how time flies) there have been many significant developments from a global investment perspective…
Here is a brief overview of some key investment market developments over the past quarter and for 2019 as a whole, as well as some insight into the factors that may affect markets in the coming months.
Over the years, I have been asked how US election results might impact portfolio returns. For some reason, I was asked this question much more frequently about three years ago…
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We can’t look back at the beginning of 2019 without considering the context of the fourth quarter of 2018. When US Federal Reserve Chair Jerome Powell made his October 3, 2018 announcement that the Fed would keep raising rates (I’m paraphrasing this), without checking the data each time to decide, it left a clear message to the markets that wasn’t good.
One of the perks we enjoy from our perch here at Broadway and Pine is an outstanding view of the North Shore Mountains.
Recently, I viewed a great YouTube video with Warren Buffett speaking about what he deems to be success in life.