Ashley Misquitta visits the Permian Basin and discusses why the U.S. is becoming a top global player in energy production in this Off the Cuff video.
Key takeaways: Tactically increased international equities and decreased Canadian equities. Remain overweight in equities and underweight in fixed income.
After starting the year with strength in the first few weeks of 2018, international equities were caught up in a period of global equity market volatility over the following weeks. Unlike the U.S. and Canadian markets, international markets have yet to fully recover from that volatility.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "The Close" segment to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
My last article shared the story of a divorced gentleman, Gaeten, who named his common law partner Mirielle, joint beneficiary of his Tax-Free Savings Account (TFSA) along with his daughter, Marie. I covered off the problem Mirielle would have trying to maintain the tax sheltered status of her share of Gaeten’s account which would pass to her on Gaeten’s death. What if Gaeten named her as a successor holder (subrogated policyholder in Quebec)?1
Gaeten and Mirielle are a middle aged couple who met through friends. They have been together for almost five years. Gaeten is divorced with one adult child. Mirielle, a widow, has two children of her own. The couple do want to take care of each other should either one predecease the other. They both wish to have at least some of their own investments pass on to their respective children.
I’ve written a number of articles on cash flow management: the issues with it, the domino effects of debt and savings, and ideas on how you can get a better grip on your finances. I’ve created a list of resources you can use to work through your own particular circumstances or offer to your clients as an aid to working through their financial cash flow management situations.
In my last article, I wrote about the benefits of a buy and hold strategy where an investor stayed in the market through the ups and downs of a particular investment.
A common piece of advice for investors is that long term success doesn’t hinge on timing the market. It’s time in the market that may make the bigger difference.
Did you know that financial abuse is the most common form of elder abuse in Canada?1 In this segment of Life & Money Matters video, Peter shares some of the signs of elder financial abuse and how to safeguard against it.