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Preparing for 2019: year-end tax planning and economic outlook (podcast)
How will the new passive income rules affect me? What tax saving strategies are available for business owners? What does the economic environment look like in 2019? This episode will explore the above questions and more.
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Ten years later, should we be worried?
For those of us in the financial industry, and in fact all investors, September 15th marked a milestone.
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The Value of Strategic Philanthropy: Benefit your clients and practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore these questions and more.
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Growth or value in 2018?
After solid gains in 2017, technology stocks have continued to lead the way in 2018. However, the enthusiasm for growth stocks isn’t what it used to be.
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Making investment history: The longest bull market ever recorded
As many of us were enjoying the final days of the summer of 2018, an historical moment came to pass on August 22.
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Will the threat of trade wars lead to a market correction?
The first half of 2018 was a tale of two markets.
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Investing in agriculture: Bonnefield Canadian Farmland Evergreen LP (podcast)
Who is Bonnefield Financial? What are the objectives of Bonnefield Canadian Farmland Evergreen LP? How has it performed and how will it impact client portfolios? This episode will explore the above questions and more.
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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Does the bear enter our lives in 2018?
The first quarter of 2018 was certainly an interesting one, from the largest daily losses by points in the history of the Dow to a market rebound later that month.
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Estate and tax planning for Canadians with U.S. connections (podcast)
Will the U.S. tax reform impact Canadians estate planning? Has traditional planning for Canadians investing into the U.S. (personal or business) now turned on its head? How will this impact U.S. citizens who are residents of Canada? What should they do? This episode will explore the above questions and more.
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