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Are you ready to be an executor?

February 24, 2022 |Dawneen Boyle

The role of an executor is an important one. Here are some things to consider before carrying out your duties.

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RBC Market Update - Week ending February 18th, 2022

February 18, 2022 |Eric Janitis

We discuss the bond market woes and why some opportunities at the margin to reposition portfolios are starting to emerge.

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FJ Fridays - Week ending February 18th, 2022

February 11, 2022 |Eric Janitis

OAS? What is it? what changes are happening to it? A good summary of what may happen in this year's budget (capital gains?).

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Veritas Market Commentary - January 2022

February 10, 2022 |Vito Finucci
Why Investing Needs More than a Forecast We’ve been asked a lot lately where we see markets heading through the end of 2022. No problem, we reply. We have just three questions. Where will the yield on 10-year U.S. Treasuries be at year end? Will current...
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Old Age Security and other government income sources

February 08, 2022 |RBC Wealth Management

What is OAS? Am I eligible to receive it? What is the maximum amount I can get? How does OAS clawback work? Can I collect OAS when I live in another country?

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Mark Schmehl - Performance after down markets

February 07, 2022 |Vito Finucci
Fidelity's analyst team completed the attached PDF referencing PM Mark Schmehl’s performance over the last 3 months. The case shows the performance of Fidelity Special Situations Fund (Mark’s first fund - April 2007 inception) showing the importance and...
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Manulife Strategic Income Update with Chuck Tomes - February 1, 2022

February 07, 2022 |Vito Finucci
Performance and Positioning: Very strong finish to 2021, up 1.02% in December, ranking in the top 10% of the category for that month This was largely due to sector and country allocation, especially driven by an overweight allocation to high-yield corporate...
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RBC Market Update - Week ending February 4th, 2022

February 04, 2022 |Vito Finucci

We discuss the tug of war taking place between rising rates and earnings and the mixed bag of results from the tech sector.

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FJ Fridays - Week ending February 4th, 2022

February 03, 2022 |Eric Janitis

Happy retirement Sherry! If real estate prices dropped 50% tomorrow.... it would bring us back to when? What's causing volatility in the US stock market?

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RBC Family trust: Key dates to remember

February 03, 2022 |Vito Finucci

A family trust can be used to carry out a prescribed rate loan income-splitting strategy to help reduce a family’s tax burden. If you’ve implemented this strategy, there are a number of tasks that may need to be completed by a certain date.

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