By Alfred Lam, CFA, Senior Vice-President, and Chief Investment Officer, CI GAM Multi-Asset Management and Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy of CI Assante Wealth Management. Canada–U.S. investment gap widens Domestic investment falls again Updated figures from Statistic...
https://youtu.be/v-KSdJjmXE4 You’ve worked for years to save and invest. When your accounts crossed into the $2 million zone, it felt like a victory lap. You might even be picturing stress-free days ahead. You know what? That number is a milestone, not the finish line. Once your wealth hits that lev...
Whether markets are trending up or down, investors can benefit psychologically and financially by focusing on their time horizon. Say it’s a period when the market is down and you’re saving for a long-term goal, such as retirement. You may feel anxious if you think only about your portfolio value, b...
Life sometimes has its uncertainties. Major economic events, such as a deep recession, or personal challenges, such as job loss or divorce, can shake our financial stability. Corporations and governments establish contingency plans to protect against unexpected calamities, but individuals can also p...
Family situations often come with a mix of personal and financial considerations. When complex decisions arise, having guidance from wealth planning professionals can help ease the process and ensure your financial goals remain on track. Below are some real-life examples of how clients and their adv...
North American stock indices rose in May, with the NASDAQ in particular putting in a strong showing on the back of resilient tech companies. Stocks gained on moderate US inflation data and an emerging perception that the Trump administration won’t enact its most severe global tariff threats after th...
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