Published on Jan 10, 2019
We all possess a unique combination of rational and irrational traits when it comes to investing – this is natural human behaviour. The good news is, being self-aware and educating yourself can help you overcome any hurdles you may face. The first step is talking to a financial advisor.
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Published on Jan 10, 2019
Some of the most important work on your estate plan does not take place in the lawyer's office but in the comfort of your own home. Talking to your family about the inevitable reality of your death can seem daunting, but with a little planning it can end up being a productive and helpful conversation to have.
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Published on Jan 10, 2019
The New Year has arrived! For many, it is a time of goal setting and starting fresh, with a clean slate for the year ahead. When you think of New Year's resolutions, some of the common ones that come to mind are losing weight, getting in shape or knocking items off of your bucket list.
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Published on Nov 15, 2018
The fourth quarter is typically the time of year to review your portfolio for securities that have dropped in value and have a capital loss, which can then be sold and used against capital gains. This approach is known as Tax-Loss Selling and is a legitimate way for investors to reduce their income taxes while rebalancing their portfolio....
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Published on Oct 5, 2018
Two things in life that are inevitable: death and taxes. In the case of those people who die without a will and proper estate planning, the adage can easily be altered to: death and more taxes. The wise Benjamin Franklin also once said, "failing to prepare, you are preparing to fail."
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Published on Oct 5, 2018
We all wish the stock market would move only one way - up. Unfortunately, history has shown us that every bull market is followed by an aggressive bear market. Sometimes the market falls hard and fast, but that does not have to mean catastrophe.
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Published on Oct 5, 2018
There are few things more exciting than preparing for the arrival of a new baby, whether you are a parent, a grandparent, an aunt, uncle or a friend of a new bundle of joy. Being a new mom, I am familiar with all of the preparation and anticipation that comes with the arrival of a new baby. It is a fun, exciting, scary, emotional and anxious time.
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Published on Oct 4, 2018
Taxation is always a key issue for investors as returns can be gradually reduced over time if there is not a proactive tax plan in place, specifically related to investments. In this context, a prudent investor should investigate alternative strategies to traditional bonds and equities.
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Published on Sep 10, 2018
Retirement is on the horizon, with everyday being one step closer. Everyone has a slightly different view of what their retirement may look like, and some might struggle to see what their next steps should be. This is completely normal, with so many options, making a decision can be daunting.
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Published on Jul 8, 2018
High-net-worth families often want to leave a legacy. They worked hard to build their wealth and want their loved ones or charitable organizations dear to their hearts to benefit. They want their success and wealth to have a purpose. What some fail to consider is the potential tension that may ensue over their estate after they pass.
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