The Latest

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U.S. debt dilemma: No quick fixes and no catastrophes

July 2, 2024 - Karen Barasch

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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The fine, frustrating U.S. equity rally

July 2, 2024 - Karen Barasch

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Gen AI: Is Canada ready?

July 2, 2024 - Karen Barasch

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Redder: Updating our recession scorecard

June 18, 2024 - Karen Barasch

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Longevity: How science is extending healthspans

June 18, 2024 - Karen Barasch

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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BoC-Fed divergence: In it for the long haul?

June 18, 2024 - Karen Barasch

The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for

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Industry guides

Family wealth guide

Discover 10 strategies to build and protect your family’s wealth.

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Business owner’s guide

The top decisions for business owners to ensure lasting success.

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Estate planning guide

Leave a legacy behind. Plan for your tomorrow, today.

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Charitable giving guide

What to consider when making a gift to a charity.

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Estate settlement kit

Your detailed reference guide for settling your estate.

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Retirement checklist

Helping you make the most of your retirement.

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GIC Rates

Stay in the know with the latest GIC rates from various financial institutions.

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