The US Midterm Election Is Over - A Historical Review Of What We Can Expect For Market Returns Over The Next 12 Months

Nov 08, 2018 |Warren Andrukow
RBC Wealth Management recently published the attached special report titled, “Midterm Madness and Markets”, which examines how financial markets tend to perform one year before and one year after midterm elections in the United States. The article begins...
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New Market Highs: Is There a Signal in the Noise?

Oct 04, 2018 |Warren Andrukow
We came across an article recently that does a really nice job of answering one of the most common questions we hear from our clients, and that is: With markets setting new highs, should we be expecting a downturn? The answer is both yes, and no. Yes...
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The ABCs of the USMCA

Oct 04, 2018 |Warren Andrukow
How should we interpret the signing of the recently announced United States-Mexico-Canada Agreement? Leveraging an article written by RBC’s Chief Economist, Eric Lascelles, titled, “The ABCs of USMCA”, we can get a better sense of the agreement’s winners...
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The Happiness Equation

Sep 24, 2018 |Brad Steiman
As an investor, your happiness depends on having realistic expectations about returns and viewing market events in proper context. These two factors can drive your sense of financial well-being and influence your financial outcome. To say that “money...
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Capital Losses and Tax Loss Selling

Aug 15, 2018 |Warren Andrukow
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summarizes the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
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When Should You Review Your Will or Estate Plan?

Aug 15, 2018 |Warren Andrukow
We all know the importance of regular health checkups with our doctor or regular car maintenance check ups with our mechanic but when’s the last time you took a look at your Will or estate plan? Is it due for a checkup? Have you experienced any life changes...
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No asset in your estate can be as emotionally charged as the family cottage

Aug 15, 2018 |Leanne Kaufman
As a cottage owner, open dialogue with the next generation is critical for avoiding potential conflict for those you leave behind. Cherished tradition is deeply steeped in every aspect of our family cottage, largely because my children are the fifth generation...
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The new Canadian legacy

Jul 31, 2018 |The Economist Intelligence Unit
New Canadian legacy defined by family, friends and social impact For many high-net-worth individuals (HNWIs) in Canada, legacy no longer means having a hospital wing or performing arts building named after them. Indeed, today, the meaning of legacy is...
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The next generation of giving: How Millennials can make an impact

Jul 31, 2018 |Warren Andrukow
The way high-net-worth Millennials are sharing their wealth is changing the dynamics of philanthropy in the U.S. There are over 80 million Millennials living in the U.S. and as they move to inherit wealth from their parents and grandparents, they will...
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The new face of wealth and legacy: How women are redefining wealth, giving and legacy planning

Jun 20, 2018 |The Economist Intelligence Unit
As women and the next generation rise in financial power they will fundamentally change the meaning of legacy.   Introduction The rising economic clout of women is perhaps one of the most significant economic shifts of recent decades. Not only are women...
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