Bloom Wealth Investment Consulting
Assante Newsletter
-
Minimizing taxation of estate assets
October 12, 2018 • Estate Planning
There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Read more… -
Factor the new longevity into your financial plans
October 12, 2018 • Financial Planning
Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.
Read more… -
The Big Picture - All that glitters
September 06, 2018 • The Big Picture
Investors, even well-seasoned market veterans, can be forgiven for the unease that they may be currently experiencing.
Read more… -
Volatility: Friend or foe?
June 15, 2018 • Investment Planning
If you’re retired or about to retire, market volatility is something you want to guard against. But if you’re in your wealth accumulation years, volatility has a silver lining.
Read more… -
Wondering about investing in Bitcoin?
June 15, 2018 • Lifestyle
Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.
Read more… -
Should you open the bank of Mom and Dad?
June 15, 2018 • Financial Planning
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
Read more… -
The Big Picture - Japan: 28 years and counting
May 31, 2018 • The Big Picture
The first quarter of 2018 was characterized by considerable global uncertainty over political developments in North and South Korea, the future of energy prices, the escalating rhetoric surrounding international trade balances and a seemingly endless barrage of U.S. political news.
Read more… -
The hardest thing to do in investing
March 25, 2018 • Investment Planning
Booming markets or a sudden downturn can sometimes tempt investors to stray from their regular investment program, with potentially damaging results. Find out what motivates this irrational behaviour — and how to avoid it. Read more…
-
Should you and your spouse retire at the same time?
March 25, 2018 • Retirement Planning
There are pros and cons to synchronizing your retirement start date with your spouse versus taking a staggered approach. Understanding the factors to consider will help you reach a decision that works for both of you. Read more…
-
To save tax, get down to business
March 25, 2018 • Tax Planning
The federal government has begun clamping down on tax-reduction opportunities for small businesses, including introducing changes to income sprinkling among family members. That makes it all the more important to take full advantage of the tax planning strategies that still exist. Read more…
© 2019 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.