It’s never been easy discussing financial matters with family members, whether talking to your parents or adult children. But quite often, there’s one important reason to gather your courage and have the money talk. If you don’t address the issue when it’s on your mind, you may allow problems to develop down the road. Preventing […]
Market performance The S&P 500 Index moved aggressively following the 8.6% inflation print announced on June 10. On a year-to-date basis, the index is 21.6% lower, even though corporate earnings have reached new highs. On forecast earnings of $225 for 2022, it is trading at a 16.6x price-to-earnings (P/E) multiple. This level is fair valuation […]
When retirement arrives, you want to enjoy this new chapter in your life – not start off with a multitude of financial decisions and to-dos. You can have comfort instead of chores by taking care of a few financial matters as retirement is approaching. Assess insurance needs When your working years end and you no […]
If you plan on passing down your cottage, cabin or chalet to your children, make sure they actually want to own the property. Finding out where everyone stands will prevent family conflicts down the road and help you with tax and estate planning. Gauge your children’s interest When you ask your child or children about […]
How do you make important life decisions? Make and evaluate a list of pros and cons? Discuss the matter with your spouse or a close friend? Trust your intuition? Everyone has their own style, and you might use different methods depending on the issue. Whichever method you use, you’ll probably find that many life decisions, […]
Insurance can often be a tough thing to talk about. Conversations about insurance often focus around “worst-case” or unimaginable scenarios and is something we pay for with the hopes of not having to actually collect on. However, if one of these “worst-case” or unimaginable situations occur, like an accident or death, insurance will do exactly […]
Today, more and more investors have greater expectations from the companies they invest in. It’s about more than companies turning a profit – it’s about how they do it. Are they protecting or harming the environment? Are they respecting or disregarding human rights? Investors want to know that companies are good corporate citizens. Investment management firms have […]
Canada’s Finance Minister, the Honourable Chrystia Freeland, tabled the 2022 federal budget on April 7, 2022. The Canadian economy returned to its pre-pandemic level of activity in the fourth quarter of 2021. Real GDP also grew 6.7% at an annual rate in the last quarter of 2021. However, the effects of economic uncertainty are evident […]
As we’ve covered before, cryptocurrency can be an attractive investment. We’ve spoken about it in the past, discussing what cryptocurrency is, why everyone is so excited by it, and how one can invest in cryptocurrency. However, one element that is not often discussed is how cryptocurrency gains or losses are taxed. To help you, this […]
The markets continue to grapple with many different variables where in isolation is difficult to get a handle on however in confluence make matters exponentially more complex. In this article, our team at CI Multi Asset Management, provides a detailed and timely breakdown of the overall Russian/ Ukraine exposure within the Assante Private Portfolios. Portfolio […]
