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Guaranteed lifetime income: the 90% factors

Investments, Personal Finance

I’ve written earlier about guaranteed lifetime income, its value and what Canadians want in terms of a plan or product that provides this in addition to what they may be receiving from government benefits. This is especially appropriate for those aging individuals that do not have a defined benefit pension plan through work, a plan that tells them how much they are “guaranteed to receive” for the rest of their lives.

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Emblem Portfolios in action - Asset allocation update

Investments, Tactical Updates

Key takeaways:

Emblem Portfolios - Canadian: Increased U.S. equities, decreased international equities.
Emblem GIF Portfolios - Global: Increased U.S. equities, proceeds from bonds and/or accumulated cash 

Equity markets across the globe have experienced very strong moves since their December 2018 lows. At yesterday’s close, the S&P/TSX Composite has gained 20%, 21% for the S&P 500, and 13% for the MSCI EAFE index. With such strong moves in a compressed period of time, any improvement in fundamentals has not been able to keep pace.

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Corporate fixed income update

Investments, Off the Cuff

Albert Ngo provides an update on corporate fixed income markets and what to expect going forward.

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Value of guaranteed lifetime income

Investments, Personal Finance

The interest in guaranteed lifetime income and its importance to aging Canadians is growing rapidly. This value held by Canadians for guaranteed lifetime income is in addition to government sponsored plans.

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Canada's Budget 2019

Investments, Personal Finance

The Federal government's budget on March 19, 2019
introduced changes that may affect your individual and family finances.

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Age, gender and retirement perspectives

Investments, Personal Finance

Do you think that retirement for you and future generations will be significantly different than it is for current retirees? If you say, “yes”, you’re not alone. Most consumers anticipate meaningful differences. Thoughts, expectations, confidence and planning do differ when considering age and gender. Here are some recent findings shared with permission from the LIMRA Secure Retirement Institute. If the Shoe Fits: Generational Names and Retirement Attitudes, 2017.

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2019 Financial facts @ your fingertips

Investments, Personal Finance

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Life & Health Insurer of the Year

Insurance

We were honoured to be selected Life & Health Insurer of the Year at the 2018 Insurance Business Awards at the 3rd annual awards gala on November 29, 2018 at the Liberty Grand Toronto.

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Emblem Portfolios in action - Volatility brings opportunity

Investments, Tactical Updates

Key takeaways: Tactically increased U.S. and international equities, reduced cash. Remain overweight in equities and underweight in fixed income.

 

The month of October historically has been one of the most volatile months for the stock market, and this year has turned out to be no different. 

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Ashley Misquitta discusses U.S. market on BNN Bloomberg's "Market Call Tonight"

Investment Views, Investments

Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call Tonight"* to share his views on the U.S. market.  Watch the interview to find out what Ashley had to say.

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