November was a testing period for equity investors as markets swung significantly. A mid-month slump in US indices was precipitated in part by renewed concerns about the longer-term implications of the enormous capital spending by AI companies. After hitting a new year to date high near the end of O...
As a retiree with a Registered Retirement Income Fund (RRIF), you have a minimum amount you must withdraw each year, starting no later than the year after you opened the RRIF. But what if you have one or more years when you don’t need the entire amount, or any of it, to support your retirement lifes...
The day when you no longer need to work to cover your current and future cost of living, including realizing your retirement dreams—that’s your financial independence day. To identify it, some people try using one of the many online retirement calculators that ask you to input information so you can...
North American stock markets had an up and down month before ending October higher. Volatility flared on several occasions due to US-China trade tensions, unexpected concerns about the health of US regional banks, and the enormous sums tech companies are spending on AI. Yet solid US corporate earnin...
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Interest rates begin to fall again Canadian economy looks for support from lower interest rates The...
https://youtu.be/xOnjWTvKbyY Setting the Stage: Why Year‑End Planning Actually Matters Every December, millions of Canadians are busy wrapping gifts, not their tax returns. But here’s the thing—what you do before the clock strikes midnight on December 31 can have a direct impact on the amount you ow...
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