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Investments
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Oct 4, 2018
Factor-based investing means considering factor exposures when constructing portfolios. ETFs can be an effective tool to gain exposure to different factors
Oct 2, 2018
Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.
Sep 10, 2018
Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.
Aug 30, 2018
U.S. President Donald Trump has imposed trade tariffs with the intention of restricting free trade, but they are unintentionally causing prices to rise and harming relationships between countries.
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.
Aug 1, 2018
Since 2010, growth stocks have outperformed value stocks by a large margin. However, if cumulative returns are measured over the past 40 years, value stocks hold the advantage. While investment style fads come and go, disciplined, diversified investing will never go out of style.
Jul 26, 2018
Your time horizon is the time period chosen until you plan to access all or the majority of the funds you’ve invested. It’s a critical part of your investment strategy because our goal is to help make sure your money is there when you need it.
Jul 18, 2018
While it is not possible to be fully insulated from a market decline, there are effective wealth management strategies that can help investors prosper over the long term.